As a signed-in-user you can create a contact (e.g. register a client) from several three places.
Use the Create button
Create a Contact using the CREATE button | Create a contact using the Contacts App |
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Create a contact using the Homepage shortcut | ||
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Info |
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Users must be given permission to create contacts. This permission is set using Organisation Preferences. |
To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.
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