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To create a new Contact, you can click on the below button in the Contact List.

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This action is to will open the Create Contact form popup where you need to fill all mandatory information which is marked with asterisk in the form.

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The information in the form includeincludes:

  • Account (Mandatory, main account of the contact)

  • First Name (Mandatory)

  • Last Name (Mandatory)

  • Date Of Birth

  • Email

  • Phone

  • Address

  • Postcode

  • City

  • Country

  • Type (Contact type: Spouse, Partner, Children, Parent)