You can add a new contact from a few different places in the Everyware portal if you don't see them already in any of your contact lists.
Go to Contacts > Add Contact
OR Go to Contacts > View Contacts > Click the Add Contact button
OR Go to Contacts > View Contacts > Click the Quick Add button
Use Add Contact to create a contact profile with all possible details
- The Add Contact page will open
- REQUIRED FIELDS: You only need to add a First Name, Last Name, Mobile Number, and List, then click Save at the bottom.
Use the Quick Add Contact tool to create a contact profile with minimal details
- The Quick Add Contact window will pop up. Fill in all required fields and click Save at the bottom right.
- REQUIRED FIELDS: You only need to add a First Name, Last Name, Mobile Number, and List, then click Save at the bottom.
LIST: The contact will be added by default to your site's main contact list, however, make sure you're adding new contacts to the list where you want them.
MOBILE NUMBER: If the mobile number you're adding exists for another contact already, you won't be able to add the new contact with that number. Each contact must have a unique mobile number.
CUSTOMER ID: You may also include: The CustomerID field (optionally), which can be used to associate a contact profile in Everyware with the contact's profile/account in any other systems your company uses.