You As a signed-in-user you can create a new contact from several places:

• My Home

• The Create Menu

• Within the Contacts App

Step by step instructions

Starting from My Home

Steps:

1. Go to My Home

2. In the left column is the Contacts box

3. Select the New Contact button

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. Add the details of the Contact and press Save

8. 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

...

Select the project that the contact will be added to

...

contact (e.g. register a client) from three places.

Create a Contact using the CREATE button	Create a contact using the Contacts App	Create a contact using the Homepage shortcut
Image Added	Image Added	Image Added
How to create a contact using the Create Menu	How to create a contact from the Contacts App	How to create a contact from the Homepage

Summary of the process

1. Choose the project that the contact will be created within

   1. Project choice is not permanent.

   2. Once a contact has been created within a project, they can be added to additional projects and/or removed from the original project

2. Choose the Contact Form to use to create the contact

3. Add the details of the Contact and press Save

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

Starting from the Contacts App

Steps

1. Go to the Contacts App

2. Press the New Contact button

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

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

5. Add the details of the Contact and press Save

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

   1. Every project may have one or more contact forms assigned to it.

   2. Once a contact has been created, their record can be updated with details from additional Contact Forms

7. Choose the Contact Type to assign to the contact.

   1. There are four possible types: Person, Organisation, Animal and Object.

8. Complete the Contact Form to create the new contact.