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Best answer May 27, 2019
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Hi rkkt,
It's great you want to have emergency contact information for your employees. It's ideal to keep these things on hand, although we hope to never have to use them. I have a couple suggestions for you.
The first is to add a custom field to the Additional Info tab of the Employee profile. In the Employee Centre, double click the employee name to edit the profile. Click Additional Info and the Define Fields button in the Custom Fields section. Give the field a name in the Label column and then check off who the field applies to, which in this case is Employee. Once you hit OK to save, the field will now appear on that tab and you can enter information you need. In order to see it, you'll have to return to the Additional Info tab in the profile. Here's what it looks like.
The second option is to add the info as a note on the employee file. When you select an employee's name in the Employee Centre, it brings up information to the right. On the lower half of that window, there are four tabs: Transactions, To Dos, Notes, and Sent Email. In the Notes section, you can add whatever kind of supplemental information you'd like and even pin the most important one. The pinned note will appear on the main display of the employee file.
To add a note, all you need to do is click Manage Notes and then Add New. Type in what you need and press OK to save. If you don't already have a pinned note, this will default as your pinned one. To change pinned notes, just choose Edit Selected Note in the Manage Notes button and check the box to pin it. Check out my screenshot below to see an example.
I hope that helps! Let me know if you have more questions. :)
Hi rkkt,
It's great you want to have emergency contact information for your employees. It's ideal to keep these things on hand, although we hope to never have to use them. I have a couple suggestions for you.
The first is to add a custom field to the Additional Info tab of the Employee profile. In the Employee Centre, double click the employee name to edit the profile. Click Additional Info and the Define Fields button in the Custom Fields section. Give the field a name in the Label column and then check off who the field applies to, which in this case is Employee. Once you hit OK to save, the field will now appear on that tab and you can enter information you need. In order to see it, you'll have to return to the Additional Info tab in the profile. Here's what it looks like.
The second option is to add the info as a note on the employee file. When you select an employee's name in the Employee Centre, it brings up information to the right. On the lower half of that window, there are four tabs: Transactions, To Dos, Notes, and Sent Email. In the Notes section, you can add whatever kind of supplemental information you'd like and even pin the most important one. The pinned note will appear on the main display of the employee file.
To add a note, all you need to do is click Manage Notes and then Add New. Type in what you need and press OK to save. If you don't already have a pinned note, this will default as your pinned one. To change pinned notes, just choose Edit Selected Note in the Manage Notes button and check the box to pin it. Check out my screenshot below to see an example.
I hope that helps! Let me know if you have more questions. :)
