Requiring email when adding new contacts

You can require an email address when adding new contacts by updating the Contact Account Creator content item used in different areas of iMIS.

Different areas use different shortcuts to create contacts. To require email consistently, you must update the correct shortcut based on where contacts are being added:

Location	Who uses it	Shortcut
On Behalf Of window > Add New	Staff and users with On Behalf Of privileges	AddContact
Organization account page > Add contact	Non-staff (for example, company administrators)	AddContact
Community > Add contact	Staff only	StaffAddContact

Tip: If you are unsure which area your users are adding contacts from, update both shortcuts to ensure email is always required.

Important! Because the On Behalf Of and Organization account pages both use the AddContact shortcut, updating that shortcut applies to both locations.

Updating iMIS to require an email address

Do the following to update these areas to require the email address field:

Go to RiSE > Page Builder > Manage content.
Navigate through the following folder path: @/iCore/Contacts/
Do one or both of the following:
- (AddContact) Select the SimpleAccountCreator content record, then click Organize > Copy.
- (StaffAddContact) Select the Create Contact Person or Org content record, then click Organize > Copy.
Navigate to a non-system folder, then click Organize > Paste.

Double-click the copied content record.
From the Contact Account Creator content item, select Configure.

Enable Require email for individuals.

Click OK.
Click Save & Publish.
Go to RiSE > Site Builder > Manage shortcuts.
Do one or both of the following:
- Locate the AddContact shortcut, then click the edit icon.
- Locate the StaffAddContact shortcut, then click the edit icon.
From the URL or content record field, select the copied content record.

Click Update. The location(s) noted above now require an email address.