Page 2 - How do I Create Customer Contacts

Creating Customer Contacts

 If the name is found, select the contact and add a link to another customer. Refer to the Link a Contact to a Customer
section in this job aid.
 If the name is not found, continue with the Add a New Contact procedure.
Add a New Contact

1. Click the Add a New Value tab.
1
2. Click the Look Up Set ID icon to search for your
Business Unit.

2 3. Accept the default of NEXT for the Contact ID. Compass
3 automatically assigns the ID number.

4 4. Click the Add button.

The Maintain Contacts page is displayed.

Enter Contact Information.
Fields with an asterisk are required.

1 3

2

4

1. * Enter the full Name.

2. Enter the Email Address.

3. * Click the Contact Flag drop list to define the contact type:

 External Contact: a non-Emory person.
 Internal Contact: an Emory employee.

Page 2 of 5
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents