Creating a contact record

This topic explains how to create a new contact in the Contact and Property Browser. You can also create new contact records on the fly when you add them to records such as service requests or permit applications.

  1. Select Resources > Contact and Property Browser.
  2. Click Action and select Create Contact.
  3. Specify the contact's last name, or the full name of the organization, in the Name field.
  4. If the contact is an individual, specify the first name in the First Name field.
  5. If the contact is an organization, select the Is Organization check box.
    The Is Organization check box is only shown if the Organizations as Contacts feature is enabled.
  6. Specify any other information that you have for the contact, such as a birth date or ID number.
  7. Click Save.
Related topics
  • Creating contacts on the fly