Contacts Window

Contacts Window

The Contacts Window is used to add a contact to an associated client.

Field

Description

Title

Use this drop down to select the contact’s title.

First Name

Use this field to enter the contact’s first name.

Middle Initial

Use this field to enter the contact’s middle initial.

Last Name

Use this field to enter the contact’s last name.

Suffix

Use this drop down to select the contact’s suffix.

Type

Use this drop down to select the contact’s category.

Relation

Use this drop down to select the contact’s relation to the client.

Name

Use this field to enter the contact’s name.

Address

Use this field to enter the contact’s street name and number.

Apt

Use this field to enter the contact’s apartment number.

City

Use this field to enter the contact’s city.

State

Use this field to enter the contact’s state.

Zip

Use this field to enter the contact’s zip.

County

Use this field to enter the contact’s county.

Type

Use this drop down to select the category of residence.

Evacuation Zone

Use this drop down to select the contact’s designated evacuation zone.

Home

Use this field to enter the contact’s home phone number.

Mobile

Use this field to enter the contact’s cell phone number.

Work

Use this field to enter the contact’s work phone number.

Fax

Use this field to enter the contact’s fax number.

Email

Use this field to enter the contact’s e-mail address.

Mobile

Select this check box to indicate that the contact’s cell phone number is their primary number.

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