Organisation Administration Functionality

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Home ► Quick Access ► Organisation Administration Functionality ► Contact Creation

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How to set up contacts

Introduction

Before reports can be emailed to people, the people need to be entered as contacts.

Instructions

1. Log onto the Omni Intelligence website.

2. Click Staff -> Contacts.

3. Click “Create New” (top left corner)

4. Fill in the details in the form. Here’s an example:

5. Once the details are filled in, click “Create”.

6. To cancel, click “Back to List”.

Next, you can organise these contacts into groups. For more information, Click here.