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5.1. Add contact

To add a new contact, select the "Add new contact" button as shown below.

 

New contacts can also be added from the Main Menu by using the "Add Contact" option within the primary records section.

New contacts can also be added as part of a quick search and within the "Add New" menu in the top right-hand corner of an open record.

Once the "Add new contact" button has been selected, enter the new contact’s information within the popup window and then click "SUBMIT".

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After the "SUBMIT" button is selected, a popup window will appear with three options; Open Contact, Add Another Contact and Finish.

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Open Contact
The "Open Contact" option will open the new contact’s record where further amendments can be made.

Add Another Contact
The "Add Another Contact" option will open the "Add Contact" window to enable users to add another contact.

Finish
The "Finish" option will close the window and direct the user to the primary record.

 

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Contact  /  Data  / 

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