Creating Member Contact Information - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

To create member contact information:

  1. From the Meeting Body Members layout, select a member.
  2. Select New Contact from one of the following locations:
    • Right-click in the area below the Meeting Body Member pane and select New Contact.

    • 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.

  3. 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: