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.

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.

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.

Related topics

• Users and contacts

• How to assign licenses to users