There are several ways to create a new contact
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Users must be given permission to create contacts. This permission is set using Organisation Preferences. |
Navigation
Create a contact from My Home
Steps:
Go to My Home
In the left column is the Contacts box
Select the New Contact button
This launches a popup
Add the details of the Contact and press Save
Create a contact from the top menu
Steps:
Select Create in the top menu
In the dropdown menu, select Contact
Add the details of the Contact and press Save
Create a contact from the Contacts App
Steps
Go to the Contacts App
Press the New Contact button
Add the details of the Contact and press Save
How it works
On the website this is what the Beneficiary fields look like when a Beneficiary is being created/edited
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