As a signed-in-user you can create a contact (e.g. register a client) from several places if you have been given permission to create contacts.

• If you want non-users to be able to create a contact and fill in their details themselves (or the details of a person they are referring to you), use a Signup Page instead: Signup Pages (external referral forms)Preview

Create a Contact using the CREATE button How to create a contact using the Create Menu	Open
Create a contact using the Contacts App How to create a contact from the Contacts App	Open
Create a contact using the Homepage shortcut How to create a contact from the Homepage	Open
Create a contact while adding guests to an event Create new contacts while adding guests to an eventPreview	Open

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

   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

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

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

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

• Signup Pages (external referral forms)Preview