Administer > Administer the Service Management > People > Users and contacts > How to create and delete contacts

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

  1. From the main menu, select Administration > Master Data > People > People.
  2. Click New icon New.
  3. Enter the contact's information in the following sections:

    • 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.
      • 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.

    • 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.

  4. 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

  1. From the main menu, select Administration > Master Data > People > People.
  2. Select the contact you want to delete.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click Delete on the toolbar.
  4. Click OK.

Tip Click Find to search for the required contact using the Find people dialog.

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