Creating a single contact

  1. Open the email message.
    If accessing from the web, click More Actions and move the pointer over M3 CLM.
  2. Click Create Contact from the Address book on the MS Outlook ribbon.
  3. Select an Outlook Contact folder from the list.
  4. Click Add beside the selected contact.
    Optionally, you can search a contact using Exact search.
  5. Search for an account.
  6. Click Add beside the account.
  7. Click Create Contact.
  8. Specify the contact details not present in the Outlook contact information or update the content of the pre-filled information.
  9. Click Save.