Page 20 - Participant Guide - Managing Contacts (SDL)

Associate self to contacts created when on the go

Activity 4.3 – How can I ensure that I am associated with
contacts I create on the go?

Mobile Activity Steps – Recommended Method
1. Tap on thumbnail image in top-left corner of screen
2. Tap Preferences
3. Tap on Contacts
4. Tap Assign me to contacts I create as
5. Select the Relationship Type to automatically assign you for
Contacts you create
a. Alternative Owner
b. General Relationship
c. Recommended Owner

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Lesson 4: Associate to a Contact