Add New Contact: Difference between revisions

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Revision as of 14:31, 11 September 2019

Some organizations have more than a single person working for them that we might need to contact or send email to. In those situations, we need to capture the individual’s information. These records are called Contacts in CurrentRMS.

You create a new organization by going to the People & Organization section and selecting Add Contact.

At a minimum, you should enter the following information:

  • Contact Name
  • Phone Number
  • Email Address

You should add the contact to the appropriate Organization using the add an existing organization or venue button.

Note that one contact can be part of multiple organizations.

A contact can also be someone at a Venue (like hotel or convention center) that we might need to contact.

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