Vendor Management › Contacts › Add a Contact Allocation

Add a Contact Allocation

You can add a contact allocation to list the software assets that people in your organization are internally approved to use, as specified in your software license agreement. For example, the members of your IT department are licensed to use ten copies of version 4.0 of a software product in a development office.

Note: You can view an audit history for this relationship.

Follow these steps:

1. Click Directory, Contact.
2. Search for the list of available contacts.
3. Click the contact for which you want to add a contact allocation.
4. Expand Relationships on the left and click Software Allocation.
5. Click Select New to search for and select an asset.
6. Click the Edit Record icon and enter the contact allocation details.
7. Click Save.