NEC MA4000 Defining a Contact, Define a contact type, Deleting a contact type, Adding Departments

4-28 Setting Up Infrastructures

Defining a Contact

Cable Management comes with many Contact types already defined for you. If, however, you wish to track a type of Contact that has not been defined, you can define it yourself.

Define a contact type

Step 1 In the View Detail area, click the yellow ellipsis button to the right of the User Type field.

Step 2 In the pop-up Customizable Fields window, click the Add button. Step 3 In the newly added row, enter the Type.

Step 4 The Descriptions columns allow you to assign descriptions you want to include for each Contact Type.

Step 5 Click Save to save your input.

Deleting a contact type

Step 1 Click the yellow ellipsis button next to User Type.

Step 2 Click to select the type to delete.

Step 3 Click the Delete button.

Step 4 Click Save before exiting the window.

Adding Departments

You can add new departments in the Departments field. When adding a user who is affiliated with a department not previously recorded, enter that department in the Departments field. It becomes a selection in the drop-down list available when you are recording other users.

Connecting a User to Horizontal Links

By clicking on the Connected HLs tab, you may assign horizontal links to this user. If a horizontal link has already been connected, it will be displayed when you click the tab. One user may be assigned to several horizontal links.

Step 1 In the Connected HLs tab, click the Add button.

Step 2 When the Horizontal Link window appears, click the HL you wish to connect to.

Step 3 Click Accept.

Step 4 Click Save to save the information.

MA4000 Expense Management Cable Management User Guide - Issue 1