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

Contact Fields

The following fields appear on the Create Contact, Contact Detail, and Update Contact pages.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

Alert Banner

Indicates that the contact requires special handling, such as a visitor contact.

Tenant

Displays the tenant associated with the contact.

Note: This field appears for privileged users in multi-tenancy installations. Tenant activities also appear in the Event Log.

Last Name/First Name/Middle Name

Specifies the last, first, and middle names of the contact. Only the Last Name field is required.

Status

Indicates whether the contact is Active or Inactive.

Contact ID

Specifies a unique identifier for the contact. If the default user authentication is being used, the value in this field is used as the password when the user logs in.

User ID

Specifies the user name of the contact. The contact uses this value to log into the system.

Contact Type

Specifies the contact type.

Service Type

Specifies the level of support received by the contact. For example, some users have 24-hour support, and others receive on-site training.

You can enter a value directly or click the magnifying glass to search for the service type.

Time Zone

Specifies the time zone where the contact is located.

Note: Regardless of the time zone specified for a user, the time zone where the server is located determines the time stamps on records.

Job Title

Specifies the job title of the contact within the organization.

Data Partition

Specifies the data partition for this contact. This value determines the records this contact can access. Data partitions are subsets of the database with restricted access to data records, based on their content. You restrict that access by defining a set of constraints for each data partition.

Access Type

Specifies the access type. The access type determines the system functions the contact can access.

Work Schedule

Indicates whether the contact is assigned to a specific work schedule.

Available

Indicates whether the contact is available for ticket assignments.

Confirm Self-Service Save

Indicates whether the contact receives a confirmation when saving a record from the self-service interface.

Alias

Specifies an alias can be assigned to the contact record, if appropriate.

Last Modified Date

Indicates the last time that this record was modified.

Last Modified By

Indicates the last user that modified this record.

Analyst's Tenant Group

(Analyst Contact Type Only) Specifies the tenant group that the analyst is responsible for.