To create member contact information:
- From the Meeting Body Members layout, select a member.
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Select New Contact from one of the following locations:
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Right-click in the area below the Meeting Body Member pane and select New Contact.
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Select the Additional Actions button from the ribbon and select New Contact.
The New Member Contact dialog box displays:
The fields in this dialog box are described below:
Field
Description
Contact Type
Type the type of contact (i.e., "Home," "Work," etc.).
Address 1
Type the member's street address.
Address 2
Type any remaining street address information.
City
Type the member's city.
State
Select the member's state from the drop-down list.
Zip Code
Type the member's zip code.
Phone Number
Type the member's phone number.
Cell Phone Number
Type the member's cell phone number.
Fax
Type the member's fax number.
Email Address
Type the member's e-mail address.
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- Click Save.
After entering contact information for a member, you can designate the primary method that should be used to contact a member by right-clicking and selecting Make Primary Contact. The member's primary contact information is noted by the following icon in the Primary Contact column: