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Define a Contact's Environment

A contact's environment consists of the equipment, software, and services they use.

To set up a contact's environment:

  1. On the Contact Detail page, select the Environment tab.
  2. Click Update Environment.

    The Configuration Item Search page displays.

  3. Enter the search criteria to display the desired configuration items and click Search. For more information, see Search Configuration Items.

    The Contact Environment Update page displays, listing the configuration items that matched the search criteria.

  4. From the list on the left, choose the configuration items you want to add to this contact's environment. To choose multiple items, hold down the CTRL key while clicking the left mouse button.
  5. When you have selected all the configuration items you want, click Select button.

    The selected configuration items move to the Contact Environment list on the right.

  6. Click OK.

    The Contact Detail page displays, with the selected items listed on the Environment tab.

See Also

Configuration Item List