Adding a Contact

This article will walk you through how to create a contact.

1. To create a Contact Record, start by clicking on the "Global Create Button"
   
   
   
   
2. Then, from the menu that opens, click on "Contact"
   
   
   
   
3. Select the "Identity Type" dropdown and choose whether the contact is an Individual (eg. a client or attorney) or a Company (eg. client organization, bank, etc).
   
   
   
   
4. Fill in the following details:
   1. Identity and Personal Information (For Individual only)
   2. Phone and Messaging Details
   3. Additional Phone and Messaging Information
   4. Physical Address
   5. Mailing Address
   6. Miscellaneous Information  - (GST#/VAT# for Company & IRD#/NI# for Individual)
   7. Add Relationships -  This is a relation between two different contact records. Relationships on contact records are bi-directional, and you can set these up in pairs as 'forward' and 'reverse' relationships.
      
      
      
      
5. Select Default Contact Types. You can specify what type of contact you are adding here. When creating a workflow, you can choose to restrict parties to a particular contact type.
   
   
   
   
6. Click "Save".

Related Articles:

• Editing a Contact
• Adding Additional Phone & Messaging Information to Contact
• Contacts