You As a signed-in-user you can create a new contact from several places:
My Home
The Create Menu
Within the Contacts App
...
contact (e.g. register a client) from three places as long as you have been given permission to create contacts.
...
Step by step instructions
Starting 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
Select the project that the contact will be added to
Select the Contact Form to use to create the contact
Add the details of the Contact and press Save
You arrive on the Contact Profile page for the newly created contact
Starting from the Create Menu
Steps:
...
Select Create in the top menu
...
In the dropdown menu, select Contact
...
Create a Contact using the CREATE button | Create a contact using the Contacts App | Create a contact using the Homepage shortcut |
---|---|---|
Summary of the process
Choose the project that the contact will be created within
Project choice is not permanent.
Once a contact has been created within a project, they can be added to
...
Starting from the Contacts App
Steps
...
Go to the Contacts App
...
Press the New Contact button
...
Select the project that the contact will be added to
...
Select the Contact Form to use to create the contact
...
Add the details of the Contact and press Save
...
additional projects and/or removed from the original project
Choose the Contact Form to use to create the contact
...
Add the details of the Contact and press Save
...
You arrive on the Contact Profile page for the newly created contact
Every project may have one or more contact forms assigned to it.
Once a contact has been created, their record can be updated with details from additional Contact Forms
Choose the Contact Type to assign to the contact.
There are four possible types: Person, Organisation, Animal and Object.
Complete the Contact Form to create the new contact.