Adding a Contact

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Adding a Contact

 

To add a new contact from the main menu

click on Administration > Address Book > Add New 

 

 

 

A form will be displayed to you where you can add your contact details.

 

Mandatory Fields in Address Book 

Any one of the following fields in address book is mandatory.

 

Name

The name of the contact. 

Organization

The name of the organization. 

 

Other Fields in Address Book 

 

Post code, Suburb and State

Post code, Suburb and State autofill is provided in the software. Before you can do a search on post code, you need to enter at least 3 digits of the post code you are searching for. To start the search, click on the '?' button next to post code text box. If a match is found, a separate form opens up where you can select the desired post code by double clicking. Suburb and State gets automatically filled in. Otherwise you can also type in the suburb and hit the tab key. If a perfect match is found with the suburb, the post code and state gets filled in automatically.

Unless you have specified any country other than Australia, your choice of states will be restricted to states in Australia. 

Category

You can either select a category, if any, from the drop down list or you can type a category of your own. The category will then be available for you to select from the drop down when you add another contact. 

Private

You can mark the contact as private. This will prevent other users from viewing, using and updating your private contact.  

 

Administrators of the system will be able to view and update all contacts present in the system.

 

A contact can also be added automatically while saving a pathology lab, radiology lab or an agency. After saving the pathology lab, radiology lab or an agency, the system will prompt you whether you want to save the added lab or agency as a contact in your address book.

AddressBook: Modifying a Contact | Search Contact

 

 


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