Create a Contact from the Homepage
- Matt Kepple
- Faustina Lawrence (Unlicensed)
As a signed-in-user you can create a contact (e.g. register a client)
Requirements
Users must be given permission to create contacts.
This permission is set using Organisation Preferences.
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
Select the Type of Contact you want to create (Person, Organisation, Object or Animal)
The Internal Descriptions are displayed below the name of the fields. The descriptions appear in grey text and italics.
Add the details of the Contact and press Save
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.