Fields: Editing Contacts

You can add, edit, or remove contacts for a resource on the Contacts tab of the resource record. Use contacts to keep track of people that you may need to contact for more information about a resource. After a contact has been added, it is displayed in the Contacts tab. Any contacts belonging to an organization associated with the resource are also included in the Contacts tab.

Name

Specifies a name for the contact.

Title

Specifies a title for the contact.

Phone

Specifies the contact's phone number.

Alt Phone

Specifies contact's alternate phone number.

Fax

Specifies a contact's fax number.

Email

Specifies the contact's email address.

Address

Specifies the contact's address.

Archived

Indicates whether this contact is archived. Archiving a contact prevents the contact from displaying on the Contacts tab, but the contact's information is retained in the system.

Role(s)

Specifies the contact's role. For example, some contacts may be responsible for providing your library with the licensing terms and agreement, while others might be part of a sales team. You can configure the Contact Roles that are available in your system on the Resources module Admin page (for more information, see Contact Roles).

Notes

Lets you add notes for the contact.