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Evaluators are contacts within [[SmartSimple]] and can be added to the system in two ways:
* '''Create contact manually''' – you can key information directly into a binder.
* '''Upload a group of contacts''' – you can copy and paste contacts from MS-Excel into [[SmartSimple]].
Once you have created the contact you assign their “[[Role|role]]” or specialty.
In this exercise, you will add an evaluator to the system.
1. Click '''Organization''', [[External]] Contact.
[[Image:Aref62.png]]
2. Click the '''Suppliers''' link.
The list of existing evaluators and other suppliers is displayed.
[[Image:Aref63.png]]
This type of company – suppliers is simply used to group individuals together for convenient access.
3. Click the '''New''', '''Contact''' [[Menu|menu]].
The '''New Contact''' window is displayed.
[[Image:Aref64.png]]
At this stage you enter the basic contact details for the person.
4. Add the following details.
[[Image:Aref65.png]]
5. Click the '''Save''' button.
[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]
* '''Create contact manually''' – you can key information directly into a binder.
* '''Upload a group of contacts''' – you can copy and paste contacts from MS-Excel into [[SmartSimple]].
Once you have created the contact you assign their “[[Role|role]]” or specialty.
In this exercise, you will add an evaluator to the system.
1. Click '''Organization''', [[External]] Contact.
[[Image:Aref62.png]]
2. Click the '''Suppliers''' link.
The list of existing evaluators and other suppliers is displayed.
[[Image:Aref63.png]]
This type of company – suppliers is simply used to group individuals together for convenient access.
3. Click the '''New''', '''Contact''' [[Menu|menu]].
The '''New Contact''' window is displayed.
[[Image:Aref64.png]]
At this stage you enter the basic contact details for the person.
4. Add the following details.
[[Image:Aref65.png]]
5. Click the '''Save''' button.
[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]
