| To complete this procedure; you must have the Insert permission for Contact List entries. |
You can add Contact entries attached to existing Companies or Households. When you add a new Contact to the Contact List; you need to specify fields that are different from the Company or Household entry. You can add Contacts as regular entries.
If you modify the address; you are prompted to change the current mailing address for the Company or to create a new mailing address for the Company. The new address is applied to the Contact; and you can later apply it to other Contacts associated with the Company.
You can add a Contact from the main list in the Contact List page or from the Contacts tab in the following pane.
- In the Contact List page; click on the Company or Household to make it the current entry.
- Select + NEW ENTRY
- select NEW CONTACT.
– or –
In the Contacts following tab, click Add a Contact.
- Enter the basic information about the Contact; including the Name; Position; and Department. And specify any additional information that differs from the Company or Household entry.
- Select the mailing address for the Contact if it differs from the main Company or Household address. You can edit any of the existing addresses or add a new one
When you create a new address; it becomes available to the other Contacts associated with the Company or Household. You can later select it as the current address for other associated Contacts.
- Click Save to save the entry.