Contact Method

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

1. Select an option from the drop-down menu of the bottom-most cell of the Type column.
   
   
2. Enter the appropriate data in the adjacent cell of the Value column.
   
   
3. Enter a description of the contact method in the adjacent cell of the Description column.
   
   
4. Indicate whether or not the contact method is active by checking, or leaving unchecked, the corresponding box in the Active column.
   
   
5. Indicate the primary method of contact by checking the appropriate box in the Is Primary column.
   
   
6. Indicate the service provider in the appropriate cells of the Service Provider column.

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