Add Contacts for an Organization, Event Package, or Facility
- Leaders and members at the organization
- Individuals in charge of the event(s) in an event package
- Employees and volunteers at the facility
- Locate the record of the organization, event package, or facility that you want to add a contact for.
- In the navigation pane, click Contacts.
- Click Add at the bottom.
- Enter any information about the contact you want to include.
- At the top, click Save.
Import a Contact from PDS Office
You can import people from your PDS Office programs to use as a contact. All member information is copied into the contact record.
- Locate the record of the organization, event package, or facility that you want to add a contact for.
- In the navigation pane, click Contacts.
- Click Import Contact at the bottom.
- In the Data Path dialog box, click Browse to locate your PDS Office Data folder. For example, X:\PDSOffice\Data. When you locate your data folder, click OK, then click OK in the Data Path dialog box.
- Select an individual from the grid or enter the name in the Find a Member field.
- Click Use This Member.
- Edit any information or enter any additional information you want to include.
- At the top, click Save.
As you add contacts, a tab displays at the bottom for each contact with the position you entered.