Overview
Updated 07/07/2021
The Contact Method item of the Contact section allows users to catalog and edit the available means of getting in touch with the contact.
Add a Method
- Select an option from the drop-down menu of the bottom-most cell of the Type column.
- Enter the appropriate data in the adjacent cell of the Value column.
- Enter a description of the contact method in the adjacent cell of the Description column.
- Indicate whether or not the contact method is active by checking, or leaving unchecked, the corresponding box in the Active column.
- Indicate the primary method of contact by checking the appropriate box in the Is Primary column.
- Indicate the service provider in the appropriate cells of the Service Provider column.
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