Entering contact information - HxGN EAM - 12.0.1 - Help - Hexagon

Enter contact information for follow up and informational purposes.

Each contact must have either a Name, Address, or Employee Code before the system saves the contact information.

To enter contact information:

1. Select Operations > Call Center > Contact Information.

2. Click New Record.

3. Specify this information:

   Name - Specify a first name, middle initial, and last name for the contact.

   Company Name - Specify the name of the company where the contact works.

   Employee - Specify an employee code for the contact if applicable. The system automatically populates the employee name in the adjacent field.

   Address 1 - Specify an address for the contact.

   Address 2 - Specify an address for the contact.

   City - Specify the city of the contact.

   State - Specify the state of the contact.

   Zip Code - Specify the zip code of the contact.

   Address Alias - Specify a popular name for the address, such as Gwinnett Place Mall or Finley Park.

   Primary E-mail - Specify a primary e-mail address for the contact.

   Secondary E-mail - Specify a work e-mail address for the contact.

   Notes - Specify any applicable notes for the contact.

   Organization - Specify the organization to which the contact belongs.

   Class - Specify the class to which the contact belongs.

   Primary Phone - Specify a primary phone number for the contact.

   Secondary Phone - Specify an alternate phone number for the contact.

   Third Phone - Specify a third phone number for the contact.

   Primary Fax - Specify a home fax number for the contact.

   Secondary Fax - Specify a work fax number for the contact.

   E-mail Fax - Specify the e-mail address for the contact if you use fax software that requires an e-mail address.

4. Click Save Record.

Optionally, click Revoke to remove the contact's record and all references to the record for GDPR compliance.

This process is not reversible.