Adding job contacts is part of the job edit permission. If you do not want a user to have Job Edit permission but would like them to be able to add Job Contacts follow the instructions below.
Job Contact already exists in Insol6
- Run Mailing Labels from Circulars and Mailing.
- Click on Job Contact in DPW
- Tick the appropriate Job Contact role and click on Show Existing Only
- Click Unselect All
- Tick the appropriate Job Contact from the list
- Tick Save Selected as Job Contact
- Click Next
- Finish Document production wizard.
- The contact should be saved in the job contact tab.
New Job Contact
- Run Mailing Labels, or any templates as you can delete it later, from Circulars and Mailing.
- Click on Job Contact in DPW
- Click on Job Contacts
- Tick the appropriate Job Contact role
- Click on Show Existing Only to confirm the contact does not exist.
- Click Find Contact
- Click Add New Contact
- Enter the new contacts details and click save. You will be taken back to the recipients option page and the new contact will be ticked as selected along with the contact role.
- Finish the document production wizard. You can delete this document later.
- Click on General > Job Contacts. The contact should be saved in the job contact tab.
Comments
0 comments
Please sign in to leave a comment.