Adding a Contact

  1. On the Contacts form, select Actions > New.
  2. Specify this information:
    Contact
    After saving the new record, the system generates a number for the contact.
    Name
    Specify the name of the contact.
    Position
    Specify the contact's position or title in their company.
    Description
    Optionally, specify a description of the contact.
    Preferred Contact Method
    Select the method by which the customer prefers to be contacted.
    Business Phone
    Specify a phone number for the contact.
    Fax Number
    Specify a fax number for the contact.
    Email
    Specify an email address for the contact.
  3. Use these check boxes to specify the methods of contact to use:
    • OK To Contact By Phone
    • OK To Contact By Fax
    • OK To Contact By Email
  4. On the References tab, specify this information:
    Reference
    Select the entities for which the contact is associated. A contact can be associated with multiple entities, such as a customer and a campaign.
    Reference fields
    The additional fields are dynamic based on the reference type selected. Select the specific reference number of the entity for the contact, and specify any additional information.
  5. On the Address tab, specify the address information for the contact.
  6. On the Additional Info tab, you have the option to specify additional information about the contact.
  7. Save the record.

Click Interactions to open the Interactions form.

On the Contacts form, click Contact Merge to open the Contact Merge Utility modal form. On this form, you can merge two existing contacts into one.

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