Adding contacts can be done one by one OR they can be imported from existing systems & files. To add a new contact record to your MioWorks.com site, start by clicking on the “CONTACT” tab. This will display the contact index page. On the top of the contact listing inside the brown bar you will see a button labeled “Add contact”.
By clicking on this button, you will now see the contact detail entry form. You may fill out as much or as little as you wish on this form. The only required fields are first name and last name. Once you fill out the form, clicking “Add contact” at the bottom of the form will complete the process.
Add Contact field descriptions:
- Contact Type – select from the drop down the type of this contact.
- Company name – enter a company name for this contact
- Gender – choose the gender of this contact if known
- First name – enter the first name of the contact
- Last name - enter the last name of the contact
- Title – add a business title for this contact
- Email – enter a primary email address for this contact. Please note that a valid email address is required to active a customer portal for a contact.
- Photo – upload a photo from your local computer, .gif, .jpg and .png are acceptable
- Phone number – enter a primary phone number for this contact
- Other communication type – use this field for additional contact numbers such as mobile phone numbers, office numbers, alternate email addressees, web site information, twitter accounts, skype accounts and the likes. To add more contact numbers or names, click on the “add more contact info” link to the right.
- Contact owner – this is the business owner of this contact. The business owner will receive notifications when this user interacts with the customer portal.
- Visible by – this contact may be protected from other business users of the system (excluding Admin users). To select the users which may view this contact & associated files and discussions, click on the “select users” link to the right. A list of available users will be displayed. Choose the appropriate users and click save to enforce security.
- Keywords – these are tags/keywords that help you group or identify this contact.
- Activate portal – by selecting “yes” this contact will automatically receive an email with log-in information for your customer portal.
- Address block – each contact can have multiple addresses. To add an additional address block, click on the text link “add more addresses” to the right
- Street – two lines are provided for street number, suite number, etc.
- City – Enter the name of the city for the contact address
- State – Enter the name of the state for the contact. If USA business we recommend you use two letter abbreviations but this is completely up to you.
- Postal code – Enter the postal code for this address
- Country – select the country for this contact address from the drop down list
- Type – choose the type of address this block refers to. Options include office, billing, shipping and home.
