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Facility Scheduler User Guide

Add Contacts for an Organization, Event Package, or Facility

You can add information about contacts for an organization, event package, or facility. This can include, but is not limited to, any of the following:
  • Leaders and members at the organization
  • Individuals in charge of the event(s) in an event package
  • Employees and volunteers at the facility
  1. Locate the record of the organization, event package, or facility that you want to add a contact for.
  2. In the navigation pane, click Contacts.
  3. Click Add at the bottom.
  4. Enter any information about the contact you want to include.
  5. 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.

  1. Locate the record of the organization, event package, or facility that you want to add a contact for.
  2. In the navigation pane, click Contacts.
  3. Click Import Contact at the bottom.
  4. 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.
  5. Select an individual from the grid or enter the name in the Find a Member field.
  6. Click Use This Member.
  7. Edit any information or enter any additional information you want to include.
  8. At the top, click Save.

As you add contacts, a tab displays at the bottom for each contact with the position you entered.

Facility_Scheduler

Last updated: October 29, 2024