Define Business Structure › Contacts › Edit Contacts

Edit Contacts

You can update a contact that has already been created.

To edit a contact

1. Select Search, Contacts from the menu bar on the Scoreboard.

   The Contact Search page appears.

2. Fill in the filter fields as desired (or leave all filter fields blank to see a listing of all contacts), then click Search.

   The Contact List page appears.

3. Select the contact you want to edit.

   The contact's Detail page appears.

4. Click Edit.

   The contact's Update page appears.

5. Edit the fields as as appropriate for the contact.

   See Contact Fields for field definitions.

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

   See Contact Tabs for more information.

7. 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.

More information:

Edit Contacts Using LDAP

Associate a Contact to a Special Handling Type