Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

You can create a new contact from several places:

  • My Home

  • The Create Menu

  • Within the Contacts App

Users must be given permission to create contacts. This permission is set using Organisation Preferences.

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:

  1. Select Create in the top menu

  2. In the dropdown menu, select Contact

  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

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

  • No labels