Create Contact

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

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

Open

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

Open

The information in the form includes:

• 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)