Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Requirements

Steps

  1. Go to My Home

  2. In the left column is the Contacts box

  3. Select the New Contact button

    Image Modified
  4. This launches a popup

  5. Select the project that the contact will be added to

  6. Select the Contact Form to use to create the contact

  7. Select the Type of Contact you want to create (Person, Organisation, Object or Animal)

  8. The Internal Descriptions are displayed below the name of the fields. The descriptions appear in grey text and italics.

    image-20240320-063620.pngImage Added
  9. Add the details of the Contact and press Save

  10. You arrive on the Contact Profile page for the newly created contact

To create contacts in bulk from a spreadsheet or other data source, follow the instructions to import contacts.