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1. Choose Cards > Service Management > Contact Management. 
2. In the Service Contact Management window, you can search to see if the contact already exists. 
3. To create a new contact, select the New Contact button on the toolbar to open the Contact Setup window. Any information that you entered in the previous window will default into the Contact Setup window.

4. Select the Contact Type:

   • Agency
     Agency contacts can be assigned to any number of contracts or locations, for example, within a fire or police department. 

   • Local
     Local contacts are specific to one location. If you are using Signature Customer Portal, this is where you set up your customers to use the portal. You can create a local contact from this window; however, keep in mind that you cannot attach a local contact to a location or maintenance contract from the Contact Setup window. We recommend that you create local contacts at the location and contract record levels.
5. Enter the following information:
   • Contact Name
     Enter the contact name.
   • Primary Telephone
     Enter the contact's primary telephone number.
   • Phone Type
     Select the phone type. See Labeling contact setup user-defined fields.
   • Contact Organization
     Enter the contact organization.
   • Address, City, State, ZIP Code
     Enter the address information.
   • Default Role Type
     Select the role type from the lookup window.
   • Email Address/PIN Number/Customer Portal Report Folder
     This provides login information and application data if this contact is a Customer Portal user.
   • USER-DEFINED
     Enter any user-defined information.
   • Quick Note
     Use the Quick Note window to enter notes and other information. Unlike attached notes created with the notepad button, a quick note is always visible in the Contact Setup window.
6. Choose Save.

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1. Choose the Contact Type.
2. Enter the Contact Name.
3. Enter the Telephone number.
4. When you tab off the Telephone field, a message displays "This phone number has been used. Do you want to continue?"
5. Choose Yes.
6. The Contact Phone Setup window opens, with the original phone information defaulting in. Choose Save to return to Contact Setup.
7. Choose Save.

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Buttons on this window

• Find
  If you have existing agency and local contacts that you want to edit, choose Find. Use the lookup windows in the Contact Search window to locate the contact.This opens the Service Contact Management window where you can use the lookup fields to locate the contact. See Searching for an existing contact.
• Location
  You can use the Location and Contract buttons to view locations and maintenance contracts to which the contact is assigned. If this is a new contact, no locations or contracts will be assigned to it.
• Contract
  To print the contact information, choose Print. In the Print Contact List window, select printing options and choose Print.
• Mass Assign
  You can mass assign or unassign the contact to locations and/or contracts in the Mass Assign Contacts window. See Assigning contacts
• Group
• Print
  Select to print the contact information.
  • Summary - Prints the basic contact information including the name and address.
  • Detail - Prints all of the contact information including the name, address, phone information, email address,