Adding Region Contacts

Prefix: Use the drop-down box that contains items added by the agency in Setup under Lookup Management.
First Name: Enter the first name of the primary contact for this entity. The primary contact is identified as the person you would call or correspond with most of the time.
Middle Initial: This field is 1 character long. Enter the middle initial of the primary contact.
Last Name: Enter the last name of the primary contact.
Suffix: Use the drop-down box that contains items added by the agency in Setup under Lookup Management.
Goes By: Enter the name the contact prefers to be addressed by. This field may be used in letters or e-mails to the entity.
Title: Use the drop-down box that contains items added by the agency in Setup under Lookup Management. The title is used to identify the contacts occupation.
Sex: Use the drop-down box containing Female and Male to identify gender.
Date of Birth (DOB): Enter the contacts date of Birth in the following format: “##/##/####”. The Calendar icon may be used to access a pop-up calendar. Click on the appropriate day to populate the field.
Social Security Number: This field accepts numerical values only for the social security number. Accepted format: #########. Do not include dashes.
Marital Status: Use the drop-down box to select the appropriate marital status for the contact.
State Licensed: Use the drop-down to select the state licensed.
License Number: This field accepts alphanumeric characters for the license number.
Date Licensed: Enter the contacts date licensed in the following format: ##/##/####. Use the Calendar icon to access the Popup calendar. Click on the appropriate day to populate the field.

Is this the Primary Contact for this account? There can only be one primary contact and cannot be deleted. The primary contact can be changed.
Is this the Primary Contact for this account? There can only be one primary contact and cannot be deleted. The primary contact can be changed.
Home phone
Cell phone
International phone
Office phone
Pager
Personal Fax
To add additional phone numbers:

Click on the Add New link to the right of the group heading.
Use the drop-down box to select the identity of the phone number being added.
Enter the phone numbers without formatting. Formatting will be applied after the screen has been saved.
The extension numbers may be entered up to 6 numeric characters.
Click on the Save button to save the phone number just added.
Click on the Close button to abort the addition of the new number.
The number of Personal Phone numbers that can be added to each contact is only limited by the identity choices. Click on the Add New link to add a new phone number.
Click on the Details icon beside the number to edit.
Click on the Delete icon beside the number to delete.

Email: The email address for the contact is optional, however if the format is entered incorrectly an error will be returned to warn of the improper format. The screen cannot be saved until the format is corrected. The field can contain up to 30 characters with alphanumeric data. There are 2 email addresses to accommodate both work and personal as necessary.
Contact notes: Can be used for any notation about this contact. The notes can only be viewed from the contact details screen.
Save – The Save button will save new contact information.
Cancel – The Cancel button will abort any modifications or adding a new contact.
Delete – The Delete button will delete the contact. The primary contact cannot be deleted but can be changed. The delete button will not be present if the contact is set to primary.
Update – The Update button will update any modifications to the contact record.

Adding Region Contacts

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