Define Business Structure › Contacts › Create a Contact › Create a Contact from the File Menu

Create a Contact from the File Menu

On the Scoreboard, you can create a new contact from the File menu.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list or lookup table.

To create a new contact from the File menu

1. Select File, New Contact from the menu bar on the Scoreboard.

   The Create New Contact window opens.

   Note: If your installation is configured to access an LDAP server, and has the necessary options installed, the Merge LDAP button appears in the upper right corner of the Create New Contact page. For information about basing the contact record on an LDAP entry, see From the File Menu Using LDAP. Also see the Administration Guide for additional information.

2. Complete the fields as appropriate for the contact.

   See Contact Fields for field definitions.

3. (Optional) Use the controls available on the tabs at the bottom of this page to configure the contact.

   See Contact Tabs for more information.

4. Click Save.

   The contact record is saved and the Contact Detail page appears. The following buttons are now available for configuring the contact:

   • Update Environment -- Displays the Configuration Item/Asset Search window for the contact or organization, where you can specify search criteria for the assets you want to consider. When you click Search, the Environment Update window is displayed, where you can add and remove assets for this contact or organization.
   • Update Groups -- Displays the Group Search window, where you can specify search criteria for the groups you want to consider for this contact. When you click Search, the Groups Update window is displayed, where you can add and remove groups for this contact.