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You need to have the “Create contact” permission to perform this action.

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

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

The information in the form include:

  • 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)

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