Add a Contact

You can create an internal contact record for someone that works within your organization, or an external contact record for someone that works for an external organization, such as a client or a contractor.

To add a contact:

1. Navigate to the Activity Zone.
2. Do one of the following:
   • To add a contact from your organization, enter Add Internal Contact in the Search Activity Zone field.
   • To add a contact from an external organization, enter Add External Contact in the Search Activity Zone field.
3. Click the respective link that displays.
4. On the Add Contact window, enter the details for the contact.
   You must enter information for at least two contact fields.
5. Click Next.
   Note: If any potential duplicate contacts are found, they are listed. You can choose to supersede an existing contact, or add a new email address to an existing contact's record if the email addresses are different. To update an existing contact, you must first select the contact that you want to update to enable the options.
6. Click Finish.
7. On the Add Internal Contact or Add External Contact window that displays, enter any additional details for the contact.
   All mandatory fields are highlighted in red.
8. Click Save.

In order for a contact to access the PIM system, a PIM administrator must assign a licensed user account to the contact. For information, see Manage User Accounts and Security.