USA Funds Connection Tip: Creating and Editing Shared Contacts

USA Funds Connection^®, a customized Web portal for financial aid professionals, offers a feature that allows users to share contacts with their coworkers. The feature acts as an address book for your campus, housing a central list of important contacts for your financial aid office.

Take the following steps to add a new contact:

1. From the USA Funds Connection home page, click “Add new item” in the Shared Contacts Web part. The Shared Contacts New Item screen displays.
2. Enter the applicable contact information. The Last Name is the only required field. Click “Save and Close” after entering the contact information.
   
   
   
3. The complete contact list displays on the USA Funds Connection home page, with the new contact added in the Shared Contacts Web part. All users at your campus have access to the newly added shared contact.

To edit or delete an existing shared contact, follow these steps:

1. In the Shared Contacts Web part, click on the last name of the contact you wish to edit.  The Shared Contacts Details page displays.
2. Select “Edit Item” on the Shared Contacts Details screen to access the Shared Contacts Edit screen.
   
   
   
3. Change the contact information as necessary, or click on “Delete Item” if you wish to remove the contact. If you choose to delete the item, a confirmation message will display for you to confirm the change.
4. When you are finished editing the contact information, select “Save and Close.” The complete contacts list displays with the updated information.

If you are would like more information about USA Funds Connection, contact your USA Funds Services representative.