Contact

<h2>Table of Contents</h2> <ul> <li><a href="#create">Create Contact</a></li> <li><a href="#deactivate">Deactivate Contact</a></li> <li><a href="#delete">Delete Contact</a></li> <li><a href="#edit">Edit Contact</a></li> <li><a href="#upload">Upload File for Contact</a></li> </ul> <p><br/></p> <h2><span id="create">To Create a Contact:</span></h2> <p><br/> 1. Navigate to <strong>Contacts > People</strong>. <br/> <br/> 2. Click on <strong>Create Person</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Create%20a%20Contact/createperson.png" alt="" title="" /> <br/> <br/> <br/> 3. Fill out the necessary fields. <br/> <br/> 4. You must choose among three options for <strong>Company.</strong> 1. <strong>Add to an existing company.</strong> The name of the company must already be in the system. 2. <strong>New company.</strong> You will have to fill out additional fields in order to create the new company. 3. <strong>No company</strong>. <br/> <br/> 5. Once finished click <strong>Save Person</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Create%20a%20Contact/saveperson.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="deactivate">To Deactivate a Contact:</span></h2> <p><br/> 1. Select the Contact you would like to Deactivate. <br/> <br/> 2. Click the <strong>Deactivate</strong> button at the top right corner of the page.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/deactivatecontact.png" alt="" title="" /> <br/> <br/> <br/> (To re-activate the career path, simply click <strong>Activate</strong>)</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/activateperson.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="delete">To Delete a Contact:</span></h2> <p><br/> 1. Select the Contact you would like to Delete. <br/> <br/> 2. Click on the <strong>Contact Profile</strong> button.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/contactprofile.png" alt="" title="" /> <br/> <br/> <br/> 3. Click the <strong>Deactivate</strong> button at the top right corner of the page.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/deactivatecontact.png" alt="" title="" /> <br/> <br/> <br/> 4. Click on the <strong>Contact Profile</strong> button again.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/contactprofile.png" alt="" title="" /> <br/> <br/> <br/> 5. Click the <strong>Delete</strong> button which appears in place of the the Deactivate button.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/deleteit.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="edit">To Edit a Contact:</span></h2> <p><br/> 1. Select the Contact you would like to Edit. <br/> <br/> 2. Click on <strong>Contact Profile</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/contactprofile.png" alt="" title="" /> <br/> <br/> <br/> 3. Click <strong>Edit</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Create%20a%20Contact/edit.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="upload">To Upload a File for a Contact:</span></h2> <p><br/> 1. Select the Contact you would like to edit. <br/> <br/> 2. Click the <strong>Profile Button</strong> at the top left corner of the page. Then select <strong>Related Items > Files.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/relateditemsfiles.png" alt="" title="" /> <br/> <br/> <br/> 3. Click <strong>Upload File,</strong> then <strong>Choose File.</strong> After you've chosen the file you want to upload, click <strong>Upload.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/uploadfile.png" alt="" title="" /> <br/> <br/> <br/></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/choosefile.png" alt="" title="" /></p> <p><br/> <br/> <br/></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/people/upload.png" alt="" title="" /> <br/> <br/> <br/></p>