Managing Contacts in Interline Service Agreement (ISA)

Create a New Contact

Create a contact in the Contact Management tool before associating them with an ISA. You will need to have the ISA Creator role in order to manage contacts.

Steps to Create a New Contact

1. Select “Contact Management” and then select “Create New Contact”.
2. Enter required fields: “First Name”, “Last Name”, “Email”. 
   - Emails must be unique.
3. (Optional) Enter “Phone Number”, “Title”, “Area”, or “Primary Mark”.
4. Select “Create”. 
   - Select “Create” again in the confirmation pop‑up or select “Cancel” to discard changes.

Search for an Existing Contact

Search the contact database to locate contacts for use in ISAs or for editing.

Steps to Search for a Contact

1. Select “Contact Management” and then select “Contact Search”.
2. Use “Railroad”, “Role”, or any field (partial entries allowed).
3. Select “Search”.
4. Review search results in the grid.
5. Select “Reset” to clear all fields.

Edit an Existing Contact

Modify a contact’s information in the Contact Management tool.

Steps to Edit a Contact

1. Locate the contact using “Contact Search”.
2. Select the row to open the Edit Contact page.
3. Update fields as needed and select “Update”.
4. Select “Update” again to confirm or “Cancel” to discard changes.
5. To delete the contact instead, select “Delete Contact”, then confirm or cancel.

Delete Contacts

Permanently remove one or more contacts from the system.

Steps to Delete Contacts

1. Search for contacts using “Contact Search”.
2. Do one of the following: 
   - Select checkboxes for one or more contacts and select “Delete”. 
   - Or open the Edit Contact page and select “Delete Contact”.
3. In the Delete Contact pop‑up: 
   - Select “Export” to download the list of ISAs affected (optional). 
   - Select “Delete” to confirm permanent deletion. 
   - Select “Cancel” to keep the contacts.