Configure Groups and Contacts from an Everyday User
After you configure a new user, you can create groups and contacts from the user.
Open the Everyday Users dialog
-
On the EMS menu bar, click Configuration > Everyday User Applications > Everyday Users.
The Everyday Users dialog opens. The number of configured users for EMS Web App shows in the upper left corner. The number of users for which your organization is licensed shows in the top center.
-
To locate the user you want to work with, specify any combination of search criteria.
-
Click Display to see all users that meet the criteria.
If you leave the Find field blank, a list of all active users appears. This field is not case-sensitive, but entries must be in the correct order. For example, a search string of 'Bar' returns Barry Jones, but not Amanda Barry.
- Continue to one of the actions described below.
Configure a Group from a User
-
From the Everyday Users dialog, select the user from which you are creating a Group, and then click More > Create Group.
The Group dialog opens. The Name field is automatically populated with the name of the selected user, but you can edit this value if needed.
Configure a Contact from a User
- Select the user from which you are creating a contact.
-
Click More > Create Contact.
The Groups dialog opens.
-
Search for the Group for which you are creating the Contact.
Learn how to Search for a group and/or contact.
-
On the Results tab, select a group, then click Select.
The Contact dialog opens.
-
Enter the information for the new contact.
To spell-check before saving, click Spelling.
Contact Tab Field Descriptions
Field
Description
Contact
By default, the Contact field populates with the name of the user that you selected (50 character maximum including spaces). You can edit this value.
Title
Job title of the Contact.
Group
Populates with the name of the Group that you selected. You cannot change this value.
Address
Populates with the address of the Group that you selected. If the Contact address is not the same as the Group address, then clear Use Group Address and enter the appropriate values in the Address fields.
International
Select to drop the State and Zip fields for an international group.
Phone
Fax
The phone number and fax number for the group.
The Phone and Fax fields have a field available on which you can select a different value (Fax, Mobile, Other, or Phone) for the field label, or you can enter a user-defined value. To enter a user-defined value, double-click the current field label to select it, and then enter the user-defined value over the selected label.
Email Address
The email address for the contact.
If your computer is connected to a network, click the Search icon to open a Global Address Lookup dialog and search for the email address.
External Reference
Links the contact to an outside program or another EMS record.
Notes
Other information for the contact. This information only displays within the EMS Desktop Client.
Set as Default
Select this option if the contact is to be the default Contact for the selected Group.
If a default Contact has been defined for a Group, then when you specify the Group information for a reservation, the Contact field is automatically populated with the name of the default Contact.
You can always specify a Contact as the default contact for a selected Group at a later date. To do so, select the Contact in the right pane of the Group-specific window, click Set Default, and then click Yes at the prompt to set the selected user as the default contact.
Inactive
Leave this option blank to add the Contact as an active Contact. Select this option to de-activate the Contact.
-
Click OK.
The Contact is created from the user and added to the Group. The Group-specific window opens with the Contact selected.
