Creating a contact information record

Contact information records store the actual contact details for individuals and organizations represented by contact identity records, such as phone numbers and email addresses. A contact can have more than one contact information record, because there might be more than one type of contact information, such as both home and office. You can also create contact information records when you create a new contact in an Infor Public Sector record, or when editing a contact in the InfoViewer.

  1. Select Resources > Contact and Property Browser.
  2. Look up the contact that you want to create a contact information record for.
  3. In the Contacts tree, browse to the correct contact.
  4. Right-click the "Contact" node and select Create Contact Information.
  5. Specify the type of contact information in the Contact Type field.
  6. In the remaining fields, specify any other information that you have for the contact.
  7. Select the Approved Service Provider check box if the contact is approved to act as a service provider in Infor Rhythm for Civics.
    Service providers are contacts who are approved to perform CDR reviews and inspections in Rhythm for Civics. See the Infor Rhythm for Civics Administration Guide for more information.
  8. Click Save.
    Infor Public Sector closes the dialog box, associates the contact information record with the contact, and reloads the Contacts tree.