Add/Change Contact Information

Primary Department Supported:
Servicing
Product Support – General Operations

Description
This process is used when adding new individuals into LMS or when updating the email address of an existing contact.

Common Situations
You may need to create a contact in LMS when:

A new individual needs to be added to LMS
An existing contact’s email address changes and the record must be updated
- (Refer to the QRG for updating email addresses)

Important Considerations & Best Practices

Super Powers required: NO
LMS only allows one email address per person; contacts cannot share email addresses
Always search for existing contacts before creating a new one
- TIP: Search by email address
After creating the contact, ensure the following are added as needed:
- Organizations
- Business Roles
These assignments ensure the contact can be attached to loans and granted correct system or portal access later
User Accounts can be created:
- During contact creation, or
- After the contact is saved, depending on the situation

Create a Contact in LMS

From the LMS Menu, navigate to: Organization → Contacts
Search by email address or name to confirm whether the contact already exists
If no contact is found, click Add
Fill in all required fields as accurately as possible
(Optional / As needed) Create a User Account during contact creation by selecting Create User
Assign any required:
- Organizations
- Business Roles
Click Save and Close

To Modify an Existing Contact:

1. Select a contact from the list

2. Update the information needed
3. Save and Close
4. Go back into the Contact and verify changes were made

Troubleshooting

Duplicate contact error:

Re-check spelling and email address
Remember that LMS does not allow shared email addresses
Search by email address to locate any existing contact using that email
Confirm whether individuals prefer or require a specific email address before creating a new contact