Creating contact information

Use the Contacts feature to create contact information for key personnel. You will use this contact information to identify who should receive notification when events occur and the system generates alert notifications.

Depending on the size of your organization, you will probably want to notify different contacts when different types of events occur. For example, when a document fails validation, security personnel should be notified so that they can evaluate the problem. When the Community Manager's transmissions exceed normal boundaries, your network administrator should be notified to ensure that the system is handling the increase in transmissions efficiently.

After you create your contacts, you will return to the Alert feature to link the appropriate contacts to each alert that you created.

To create new contacts:

  1. Click Account Admin > Profiles > Contacts. The system displays a list of current contacts.
  2. Click Create in the upper right corner of the screen. The system displays the Contact Detail screen.
  3. Enter the contact's name in the name text boxes.
  4. Enter the contact's address in the address text box.
  5. Select the Contact type from the drop-down list (for example, B2B Lead or Business Lead).
  6. Enter the contact's e-mail address.
  7. Enter the contact's telephone and fax number.
  8. Select the contact's alert status. When enabled, this contact receives all subscribed alerts.
  9. Subscribed is system populated.
  10. Select the contact's visibility level. If you select Local, the contact is only visible to your organization. If you select Global, the contact is visible to the Community Operator and Community Manager. Both of these parties can subscribe the contact to alerts.
  11. Click Save. There are several ways that you can add the contact to an alert:

    To add a contact to an existing alert, see Adding a new contact to an existing alert.

    To create a volume-based alert and add contacts to the alert, see Creating a volume-based alert.

    To create an event-based alert and add contacts to the alert, see Creating an event-based alert.

Copyright IBM Corp. 2003, 2005