Creating a New Contact (Staff)

Creating a New Contact (Staff)

This guide is designed to assist when creating a new Staff Contact, it should not be used if converting an existing record

 

  • This guide assumes you have completed a search for an existing contact. If this is not the case please search for the contact first Completing a Search 

Go to “Contacts”

Click on “New”

Select a record type – Staff

Click “Next”

 

Data capture

  • Account Name: Use the St John SA account (St John Ambulance Aust SA Inc)
  • Contact Name: Please refer to Naming Convention
  • Mailing Address: Enter the contact’s billing information here
  • Other Address: Enter the contact’s shipping address here
  • Other Fields: Fill in all other fields to the extent possible
  • Email: Must be their St John address ([email protected])
  • Personal Email: Protected field with the staff member’s personal email address
  • Note: Red * is a required field

Create record

Once you have verified that you are satisfied with the data entered, press “Save”