Add a Contact

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. 

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.

Add a Contact

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. Last Name is a mandatory field for Contacts. Add any available information to the entry. 

Address Management

Select Manage 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.

Click Save to save the entry.

To complete this procedure, you must have the Insert permission for Contact List entries.