Creating New Contacts

1) On the Contacts index screen, click the New button to create a new contact.

2) Fill out the Create Contact form fields.

3) Click Add More to add additional phone numbers.

4) Click Next.

5) Select the module you want to link to.

6) Click Next to continue and select a record.

7) Search for the record.

8) Select the record.

9) Choose the relationship type for the contact related to the selected record.

10) Click Link.

11) On a record, such as a Customer, click the New button.

12) Click Contact.

13) Fill out the Create Contact form fields.

14) Click Save.

15) If there is another contact with a similar name or email, the system will alert you with a Potential Duplicate Contact message.

16) Check the percentage match.

17) Click the View button to open the contact in a new tab.

18) If you recognize this as the contact you want, you can click Link to associate it with the record instead of creating a new one.

19) If you still want to create a new contact, click Yes, Create.

20) Select the relationship type.

21) Click Save.

22) You can manage contacts related to the record by clicking the Contacts tab.

23) You can also create or link a contact by clicking the Add button.