Under the Other Site Contacts/Addresses tab, you can add additional contacts and alternative site addresses. This tab is especially useful if you would like to designate emergency contacts.
To create a new contact, click the Create Contact button.
Fill out the fields to add the contact.
Use this address as bill-to address: Designate a billing address. Primarily for use with the billing module.
Company Name: The company name of the contact.
First Name: The contact’s first name.
Last Name: The contact’s last name.
Job Title: Job title of the contact.
Phone (Main): Main phone number of the contact (required to make the contact and emergency contact).
Phone (Other): Secondary phone number of the contact.
Fax: Contact’s fax number.
Email: Contact’s email address.
Preferred Language: The contact’s language.
Status: Select Active or Archived.
Click on the drop-down under General Information to access additional fields.
External ID: Select a unique ID for the contact.
Tags: Enter tags to enhance searchability.
Gender: Select the contact’s gender/
Address: The contact’s address.
Address Line 2: Second line of the contact’s address/
City: Contact’s city.
State: Contact’s state.
ZIP Code: Enter the ZIP or postal code of the contact.
Country: Contact’s country.
Website: Contact’s website.
Birthday: Birthday of the contact.
Prefix: Contact prefix.
Remarks: Enter any extra notes regarding the contact.
Click the Save button to save the information