Creating a New Contact

You can add an unlimited number of contacts to your external companies in the Organization work area. While you cannot create contacts directly in the Workspaces or Portfolios work areas, you can add your contacts to any number of work areas. Information you modify in the Organization work area can then be synchronized with the other work areas. To create a new contact, your security role in the Organization work area must have permission to create contacts and read companies. For more information, see "About Security Permissions".

Newly-created contacts are configured with the default Content Formatting and Language of the Proliance organization in which they were created. After the new contact logs in, they can update their content formatting and language preferences in their My Preferences dialog.

Open the Contacts tab for the company employing the new contact from the Organization work area.

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Open the Contacts register from the Organization work area.

Click New to create a new contact using the default template.

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Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

A blank contact document appears. Some information may already be filled in, depending on the template used.

Complete the following required information:

First Name: Type the contact's first name.
Last Name: Type the contact's surname.
Company:

If you are performing a workflow action on the contact, complete the information required for this action. For more information, see "Contact Workflow Actions" for a list of preconditions for a specific action.
Complete any other necessary information for the contact. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

Click Save.

Proliance saves the page. Click Exit Edit Mode when done.

Once the contact is active, if he or she will be logging onto Proliance you should create a User Account. This can only be done in the Organization work area. For more information, see "Creating a User Account".