4-28 Setting Up Infrastructures
MA4000 Expense Management Cable Management User Guide - Issue 1
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.
Summary of Contents for MA4000
Page 6: ...iv Figures MA4000 Expense Management Cable Management User Guide Issue 1 ...
Page 18: ...1 12 Introduction MA4000 Expense Management Cable Management User Guide Issue 1 ...
Page 30: ...2 12 Cable Management Tools MA4000 Expense Management Cable Management User Guide Issue 1 ...
Page 70: ...4 36 Setting Up Infrastructures MA4000 Expense Management Cable Management User Guide Issue 1 ...