Some employees may use the same contact for different purposes. Use the Share Contact command to copy the contact automatically and create an additional contact record for this employee.
Once contacts are shared, editing one shared contact record will automatically update all contacts linked to it by sharing. All fields for shared contacts are therefore identical.
If the contacts should have different phone numbers, they cannot be shared.
Select Manage Employees from the Human Resources menu, and that window opens.
Use the Search feature or a filter to display the employee you want to edit.
Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.
If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.
Click on the Contacts tab.
Check the box beside the contact to be shared, and click the Share button. The Share contact window opens.
Select the ContactTypeName for the new contact record. Note: Once a contact type has been used, it is no longer included in the Share contact window.
Click Save. The contact is copied to the new record, and both contacts are displayed with the Shared field set to Yes.
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