How to Manage Stakeholder Contact Details

Owned by Fitsjba (Unlicensed)
Last updated: Aug 01, 2023
3 min read

Contact Details Panel

The Contact Details panel contains contact information about the stakeholder. The information includes phone numbers, email addresses, addresses, and web addresses.

 

Information that is being used from an external source has an info icon. If you would like to change the information displayed in your profile, you can go to myinfo.sfu.ca. Once you have saved the information on myinfo.sfu.ca, refresh the eTRACS page, and it will update.

How to Add and Edit Phone Numbers

How to Add a Phone Number

  1. Click .

  2. Once you click the button, a pop-up modal will open allowing you to add a new phone number.

  3. Enter your information into the fields. Any field marked with '*' is required.

  4. Click  once you have filled out the required information.

How to Edit a Phone Number

  1. Click the   button on the same row as the record you are trying to edit.

  2. Once you click the button, a pop-up modal will open allowing you to edit your phone number.

  3. Change the information for the record.

  4. Click   once you have filled out the required information.

 

Tips for Adding and Editing a Phone Number

  • Please type the phone number only, otherwise it will not let you save

    • VALID: 6040000000

    • NOT VALID: 604-000-0000, 604-0000000, and other variations

  • Users can set one preferred phone number per type (Example: You can have a preferred campus phone number AND a preferred home phone number).

How to Add and Edit Email Addresses

How to Add an Email Address 

  1. Click .

  2. Once you click the button, a pop-up modal will open allowing you to add a new email address.

  3. Enter your information into the fields. Any field marked with '*' is required.

  4. Click  once you have filled out the required information.

How to Edit an Email Address 

  1. Click  on the same row as the record you are trying to edit.

  2. Once you click the button, a pop-up modal will open allowing you to edit your email address.

  3. Change the information for the record.

  4. Click   once you have filled out the required information.

 

Tips for Adding and Editing an Email Address

  • Ensure you are typing the entire email address, including the email domain (e.g. jboo@sfu.ca).

  • Users can set one preferred email address per type (Example: You can have a preferred campus email address AND a preferred home email address).

  • The preferred campus email notated with a star icon will be the email displayed in the contact card (section displaying your name and rank at the very top of the page). This email will be viewable by everyone.

How to Add and Edit Addresses

How to Add an Address 

  1. Click  .

  2. Once you click the button, a pop-up modal will open allowing you to add a new address.  

  3. Enter your information into the fields. Any field marked with a '*' is required.

  4. Click   once you have filled out the required information.

How to Edit an Address

  1. Click  on the same row as the record you are trying to edit.

  2. Once you click the button, a pop-up modal will open allowing you to edit your address.

  3. Change the information for the record.

  4. Click   once you have filled out the required information.

 

How to Add and Edit Web Addresses

How to Add a Web Address

  1. Click   on the Contact Details panel in the top-right corner.

  2. Once you click the button, a pop-up modal will open allowing you to add a new web address.  

  3. Enter the full web address, including "http://". Any field marked with a '*' is required.

  4. Click   once you have filled out the required information.

How to Edit an Address

  1. Click  on the same row as the record you are trying to edit.

  2. Once you click the button, a pop-up modal will open allowing you to edit your web address. 

  3. Change the information for the record. 

  4. Click  once you have filled out the required information.

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