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As a signed-in-user you can create a contact (e.g. register a client)

Requirements

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

  8. Add the details of the Contact and press Save

  9. 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.

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