Add, change or remove contacts

Create new contacts to associate with your advertiser, agency or vendor. You can also modify and remove existing contacts.

1 Click the Accounts tab, then click the Advertisers, Agencies or Vendors link at the top of the page.

2 Select the advertiser, agency or vendor:

• Optionally, search for the name:

– Click the button in the toolbar.

– Select columns to search and click OK.

– Type at least two characters in the search box and click the Search button.

To return to the original list and clear the search, click the Show All Rows link.

• To sort a column, click the column heading. Click again to reverse the order in the same column.

A black arrow on top means the sort is in ascending order (lowest to highest). A black arrow on the bottom means the sort is in descending order (highest to lowest).

• Click the name link.

3 Click the Contacts tab.

4 Click the Add Contact button in the toolbar.

5 Add the contact's information:

• Type the first and last names in the boxes.

• Type the address, city, zip and work phone.

• Click the arrow and select the state.

• Optionally, click the arrow and change the primary contact method.

If you change the primary contact method from the work phone, you must add the required details for the method you selected.

• Type other optional details in the boxes.

• Type any comments in the Notes box.

Items with a red asterisk are required. If you want to clear the details you added before saving, click Undo in the toolbar.

6 Click Save in the toolbar to keep your changes.

OR click the Save & Create New button to keep your changes and add another contact.

To return to the main Contacts list, click the Back to Contacts button in the toolbar.

1 Click the Accounts tab, then click the Advertisers , Agencies or Vendors link at the top of the page.

2 Select the advertiser, agency or vendor:

• Optionally, search for the name:

– Click the button in the toolbar.

– Select columns to search and click OK.

– Type at least two characters in the search box and click the Search button.

To return to the original list and clear the search, click the Show All Rows link.

• To sort a column, click the column heading. Click again to reverse the order in the same column.

A black arrow on top means the sort is in ascending order (lowest to highest). A black arrow on the bottom means the sort is in descending order (highest to lowest).

• Click the name link.

3 Click the Contacts tab.

4 Optionally, search for the contact:

• Click the button in the toolbar.

• Click one or more checkboxes to select columns to search and click OK.

Click a box again to clear the check.

• Type at least two characters in the box and click the Search button.

To clear the search box and return to the original list, click the Show All Rows link.

5 In the Contact Name column, click the contact to change.

6 Change contact information:

• Highlight the details to change and type the new information.

• To change other information, click the arrow and select the item.

If you change the primary contact method, you must add the required details for the method you selected. If you want to clear the details you changed before saving, click Undo in the toolbar.

7 Click Save in the toolbar to keep your changes.

To return to the main Contacts list, click the Back to Contacts button in the toolbar.

You cannot remove a primary contact.

1 Click the Accounts tab, then click the Advertisers, Agencies or Vendors link at the top of the page.

2 Select the advertiser, agency or vendor:

• Optionally, search for the name:

– Click the button in the toolbar.

– Select columns to search and click OK.

– Type at least two characters in the search box and click the Search button.

To return to the original list and clear the search, click the Show All Rows link.

• To sort a column, click the column heading. Click again to reverse the order in the same column.

A black arrow on top means the sort is in ascending order (lowest to highest). A black arrow on the bottom means the sort is in descending order (highest to lowest).

• Click the name link.

3 Click the Contacts tab.

4 Optionally, search for the contact:

• Click the button in the toolbar.

• Click one or more checkboxes to select columns to search and click OK.

Click a box again to clear the check.

• Type at least two characters in the box and click the Search button.

To clear the search box and return to the original list, click the Show All Rows link.

5 Remove the contact:

• Click the checkbox(es) in the first column before the contact(s) to remove.

A check in the box means that item is selected. Click the checkbox again to clear the check and selection.

• Click the Delete button in the toolbar.

• Click OK when prompted to delete the selected item(s).

If a contact's information is already open, you can also click Delete on that page to remove the contact.