Adding an Employee or Family Member

From the Customer Central screen, you can add an employee or a family member as a contact. The steps for creating both are the same.

To add an employee or family member:

1.    Access the Shared Customer Address screen (shown below) from one of the following ways:

·            On the Customer Central screen, from the Common Tasks task category and click Add an Employee or Add a Family Member.

·            On the Call Center screen, from the Demographics task category and click Add an Employee or Add a Family Member.

2.    Select whether you want to create this new contact as a sub-customer.

3.    Enter any new customer detail information.

4.    Click Add.

5.    Click Save.