Creating a contact information record

Contact information records store the actual contact details for the 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 the contact information such as the address and phone number.
    If your agency has enabled USPS validation for contact addresses, selecting the Foreign check box indicates that the address is not in the US, so it will not be validated.

    See USPS address validation.

  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. For more information see the Infor Rhythm for Civics User and Administration Library on docs.infor.com.
  8. Click Save.