How to Add a Contact

 

Note:  The following steps are for adding a new Contact who has NOT been added to the Personnel, Accounts Payable or Payroll Systems (as a Vendor, Person or Employee) already. Click here to view documentation on How to Add a Contact who has been previously added to the Personnel, Accounts Payable or Payroll Systems.

 

Click the Options Menu, LEA Setup to access the LEA Setup Screen.

 

The LEA Setup Tab Slider will appear. Select the Contacts Tab. The selected tab is highlighted by a black box.

 

Click next to the Contacts Grid.

 

The Contact Form will appear.

 

Note: We recommend you Search before adding ANY new Contact to verify they do not already exist in the database.

 

TO SEARCH:

1. Select the From Person Radio Button.

 

2. Click in the Person Field, begin typing the Employee's First or Last Name. The system will search for matching records.

 

If the system locates a Person with a matching record, click here to view documentation on How to Add a Contact Already in the Database.

 

If the system does NOT locate a Person, continue adding as follows.

 

Create As: Select the New Person Radio Button.

 

Input specifications are as follows:

 

Contact Type: Use the Drop Down List Box or type to enter the Contact Type.

 

Description: Enter a Description for the Contact, if necessary.

 

Job Title:  Enter the Contact's Job Title.

 

Publish in Directory: Check the Publish in Directory Check Box if you want the Contact to be published in the School Directory.

 

Click .

 

Title: Enter the Contact's Title. For example, Dr., Mrs., etc.

 

First: Enter the Contact's First Name. This is a required field.

 

Middle: Enter the Contact's Middle Name.

 

Last: Enter the Contact's Last Name. This is a required field.

 

Suffix:  Enter the Contact's Suffix, if applicable. For example, Jr., Sr., etc.

 

Alternate First: Enter the Contact's Alternate First Name, if applicable.

 

Alternate Last: Enter the Contact's Alternate Last Name, if applicable.

 

Date of Birth: Enter the Contact's Birth Date.

 

Gender: Use the Drop Down List Box to enter the Contact's Gender. The system defaults to Unknown.

 

SSN: Enter the Contact's Social Security Number.

 

Hispanic Latino:  Check the Check Box if this Contact is of Hispanic Latino descent.

 

Race Code: Use the Drop Down List Box or type to enter the Contact's Primary Race.

 

Other Races: Check the Check Box(es) if other races apply.

 

Employer Name: Enter the Employer Name.

 

Languages:

Click next to the Person Language Grid.

 

A line will appear in the grid.

 

Primary: Check the Primary Check Box if this is the Primary Language spoken.

Language: Use the Drop Down List Box or type to enter the Primary Language.

Fluency: Enter the Fluency ability.

Language Type: Use the Drop Down List Box or type to enter the Language Type.

(If you need to delete a Language, simply select the Language from the Person Language Grid. The selected Language is highlighted in blue. Then, click . A confirmation screen will appear. Click .)

 

Click to save the Contact.

 

Click to save the Contact and add another.

 

After you have added a Contact, you will need to enter their Address, Phone Number, Email and Personal Information.

To view documentation on How to Add a Contact Address, click here.

To view documentation on How to Add a Contact Phone Number, click here.

To view documentation on How to Add a Contact Email, click here.

To view documentation on How to Enter Contact Personal Information, click here.