Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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How to create and delete contact records
Contacts can be anyone inside or outside of your organization that you need to communicate with.
How to create a contact record
- From the main menu, select Administration > Master Data > People > People.
- Click New.
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Enter the contact's information in the following sections:
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New person information
Field Description First name The first name of the person.
Note The value of this field is automatically synchronized with the value in Suite Administration. When adding or editing people records, this field is mandatory.
Last name The last name of the person.
Note The value of this field is automatically synchronized with the value in Suite Administration. When adding or editing people records, this field is mandatory.
Name The Name field is populated by the values entered in the First name and Last name fields. It can also be edited manually. Email The person's email address.
Note The value of this field is automatically synchronized with the value in Suite Administration. When adding or editing people records, this field is mandatory.
User principal name The person's UPN (email address).
Note
- This is the person's primary identifier in Service Management.
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When adding people records via Suite Administration, this field is populated with the login name value from Suite Administration. When adding or editing people records, this field is mandatory.
- After the value for this field is set, it becomes a read-only field.
Employee Id The person's employee Id. Office phone number The person's office phone number.
Note The value of this field is automatically synchronized with the value in Suite Administration.
Mobile phone number The person's mobile phone number. Location Where the person is located. Select a value from the drop-down list.
Examples:
- France/Paris
- EMEA/Spain/Madrid/M1
To manage locations, see Locations.
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Organizational information
Field Description Employment type The person's employee type. Select a value from the drop-down list.
The available options are:
- Full-time
- Part-time
- Contractor
- Internal
- External
Title The person's title. The title can be job- or organization-related.
Examples: Process Owner, Manager, Agent
Manager The person's manager. Select a value from the drop-down list. Company The person's company. Select a value from the drop-down list.
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Click Save, or click Save & add another to add another contact.
Note You can also sync contacts from an LDAP server using the LDAP integration. For more information, see How to set up synchronization with LDAP.
How to delete a contact record
- From the main menu, select Administration > Master Data > People > People.
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Select the contact you want to delete.
To filter the record list, click the Add filter button. For more information, see Filters.
- Click Delete on the toolbar.
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Click OK.
Tip Click Find to search for the required contact using the Find people dialog.
Related topics