Creating a Contact Record

Navigation: Records > Person > Contact   

1. From the bottom navigation bar, click Records
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record you want to add a contact record to or scroll through the list of people records on the page
4. Click the name of the person. The Person Record page will display.
   
   
   
   
5. Click the Contact tab. The contact fields will display.
   
   
   

 

Name Field Group   

1. First Name*: Enter the person’s first name
2. Last Name*: Enter the person’s last name
3. Middle Name: Enter the person’s middle name
4. Preferred Name: Enter the person’s preferred name
   
   Tip: The preferred name will display in the person record header
   in parenthesis after the full name of the person.
   
   
5. Suffix: Select the person’s suffix (e.g., Jr, Sr, II, III) from the Suffix dropdown menu
6. Salutation: Select the salutation (e.g., Dr., Father, Ms., Mr., Professor, Reverend)  for the person from the Salutation dropdown menu
   
   
   
   
7. Click Save Changes

 

Email Address Field Group

1. Email Address*: Enter the person’s email address
2. Email Type*: Select the type (e.g., Business, Other, Personal, School) of email address from the Email Type dropdown menu
3. Email Status: Select the person’s email status (e.g., Valid, Bounce, Spam Report) from the Email Status dropdown menu
4. Opt-in Method: Select the method (e.g., Application, Campus Visit, College Fair, Inquiry, Student Search) that was used by the person to opt-in to receiving email communications from the Opt-in Method dropdown menu
5. Opt-in Status: Select the person’s opt-in status (e.g., Subscribed, Unsubscribed) from the Opt-in Status dropdown menu
6. Opt-in Status Date: The date the person agreed to receive email communications
   
   Tip: Opt-in Date field is view-only and is assigned by Fireworks.
   
   
7. Email Address Comments: Enter additional information about an email address, if appropriate
   
   
   
   
8. Click Save Changes

 

Phone Number Field Group

1. Phone Number*: Enter the person’s phone number
2. Phone Type*: Select the type (e.g., Business, Fax, Home, Other, Mobile) of phone number from the Phone Type dropdown menu
3. Phone Status: Select the status (e.g., Active, Disconnected, Do Not Call) of the phone number 
4. Time Zone: The person’s time zone
   
   Tip: The Time Zone is view-only and is assigned by Fireworks based on the person’s area code.
   
   
5. Opt-in Method: Select the method (e.g., Application, Campus Visit, College Fair, Inquiry, Student Search) that was used by the person to opt-in to receiving texts from the Opt-in Method dropdown menu
6. Opt-in Status:  Select the person’s opt-in status (e.g., Subscribed, Unsubscribed) from the Opt-in Status dropdown menu
   
   Tip: If a mobile phone number is set to Subscribed – Not Confirmed, Fireworks will automatically send a message to the person’s phone number requesting that they confirm their subscription. Once that message has been sent, the status will remain Subscribed – Not Confirmed until the person either confirms their subscription or unsubscribes.
   
   
7. Opt-in Status Date: The date the person agreed to receive texts
   
   Tip: Opt-in Status Date field is view-only and is assigned by Fireworks.
   
   
8. Phone Number Comments: Enter additional information about the phone number, if appropriate
   
   

 

Physical Address Field Group

1. Address 1*: Enter the person’s street address or postal box number
2. Address 2: Enter the person’s additional address information, if applicable
3. Address 3: Enter the person’s additional address information, if applicable
4. Address 4: Enter the person’s additional address information, if applicable
5. City*: Enter the city or town where a person resides
6. County: The county where a person resides
   
   Tip: The County field is view-only and is assigned by the Fireworks based on the person’s ZIP code.
   
   
7. State/Province*: Enter the state where the person resides
8. Country*: Enter the country where the person resides
9. ZIP/Postal Code*: Enter the person’s ZIP code or postal code
10. Address Type*: Enter the person’s type (e.g., Home, Mailing, School) of address 
11. Geomarket: The geomarket where a person resides
    
    Tip: The Geomarket field is view-only and is assigned by Fireworks based on the person’s address.
    
    
12. Education Neighborhood: Enter a score defined by the institution
13. Address Comments: Enter additional information about the person’s physical address, if appropriate
    
    
14. Click