Adding Internal Contacts

Procedure

To add internal contacts:

1. Select Admin.
   The Admin Home Page appears.

2. From the Business Administration tab, select Internal Contacts.
   The Internal Contacts Search screen appears.

3. Enter information to identify the user, and click Search.
   The Search Results section displays users who match the information you enter.

4. If the Search Results section does not include the internal contact, click Add.
   The Internal Contact Details screen appears.

5. Enter information for the contact, and click Save.
   The information you enter automatically populates the Contact screen for an internal contact when a user selects this contact in the Customer Analysis module.

Notes:

• When setting up rules for notification events, or when defining correspondence action items, you can enter the contact type to receive the message. Assign internal contacts a contact type with this in mind.

• If you select Sales Representative for the Contact Type for the internal contact, the internal contact appears in the Owned By drop down list that appears on the Credit Request Search screen. Users select from this list to locate credit requests by the credit request owner.