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Setting Up Infrastructures
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
In the View Detail area, click the yellow ellipsis button to the right of the
Step 1
User Type field.
In the pop-up Customizable Fields window, click the Add button.
Step 2
In the newly added row, enter the Type.
Step 3
The Descriptions columns allow you to assign descriptions you want to
Step 4
include for each Contact Type.
Click Save to save your input.
Step 5
Deleting a contact type
Click the yellow ellipsis button next to User Type.
Step 1
Click to select the type to delete.
Step 2
Click the Delete button.
Step 3
Click Save before exiting the window.
Step 4
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.
In the Connected HLs tab, click the Add button.
Step 1
When the Horizontal Link window appears, click the HL you wish to
Step 2
connect to.
Click Accept.
Step 3
Click Save to save the information.
Step 4
MA4000 Expense Management Cable Management User Guide - Issue 1
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