Add a contact

These steps show you how to link a contact person to a location. That way the field team has the right name and phone number on hand on site. For the Admin or Office role.

Before you start

• A location or higher node (region, district, or cluster).
• The Admin or Office role.

Steps

1. Open the location and go to the Contacts tab.
2. Choose Add contact. The New contact window opens.
3. Enter the First name and Last name. Where known, fill in Role, Phone, and Email.
4. Is this the main contact? Turn on Primary contact.
5. Choose Save.

Result

The contact appears on the location’s Contacts tab. A primary contact is shown first.

Related articles

• Add a location
• The location structure