Adding a Person to an Import List (Administrators & Power Users)

•	Only users with Administrator or Power User privileges can add a person to an import list.

•	Refer to these topics for more information on privilege levels: Administrator Privileges, Power User Privileges, Users Privileges, and Everyone Privileges.

To add a person to an import list, do the following:

1.	On the Dashboard home page, scroll to Contacts.

2.	At the far right, click New Contact. The Contacts Editor appears.

Contacts Editor for Adding a New Person to an Import List

3.	Enter information in all required fields (those identified with an asterisk) as well as other fields as desired. The fields specifically applicable to a person added to an import list are described in the following topics:

•	Contact Information

•	Contact Import Type, Extra Contact Number, and PIN Number

4.	Click Update this Item to save your changes. A message appears indicating that your changes were successfully saved.

You must click Update this Item to save your changes.

5.	Click on Click here to return home to go back to the Dashboard home page.

Other options for leaving the Contacts Editor include:

•	Clicking Cancel to leave the Contacts Editor without saving your changes and return to Contacts Lookup

•	Clicking here to go back to the Dashboard home page without saving your changes

Related Topics

Adding a Person to an Import List

(Administrators & Power Users)

Contacts Editor Screen:

•	Contact Information for a Person on an Import List

•	Attaching a Contact to an Import List

Help URL: http://www.revtrak.com/E-Z-Help/index.html?adding_a_person_to_an_import_list.htm

Adding a Person to an Import List (Administrators & Power Users)				Adding_a_Person_to_an_Import_List Dear E-Z Help Staff,
Adding a Person to an Import List (Administrators & Power Users)