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The button will allow a User to quickly change the status of the Primary Email Address without having to open a sub form. Simply click the Email Address to set, and click the button. The 'Type' on the selected record should change to Primary and unset on the original record.
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The Phone Number will be added to the grid.
Address/Addresses
The 'Addresses' tab will associate an Address to the Contact record.
- Click the 'Add' button.
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- This will open the 'Add New Address' form.
- Enter the 'Street Address', 'City', 'State', and 'Zip'. Each of these fields are required.
- Select the 'Type' if one is desired.
- If the Address should show in the Directory select the 'Directory' check box.
- Click the 'Save New' button.
The Address will now reflect in the grid on the Addresses tab.
GLA Permissions
The 'GLA Permissions' tab will allow a User to limit a Contact to be associated with specific GLAs for greater administrative control. What ever Whatever GLA Permissions are set here are the GLA(s) that the Contact will have access to via the CustomerCenter .
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To limit a Contact to a GLA(s) follow these steps:
- Click the 'Add' button.
- This will open the 'Add New GLA Permission' form.
- Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.
- Click the 'Save and Close' button.
The GLA Permissions will be added to the Contact record. Any time Users attempt to assign a GLA through the CustomerCenter for this Contact record, the GLA(s) available will be limited to the ones in this list.
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