Create a Contact while signed-in
As a signed-in-user you can create a 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 |
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Summary of the process
Choose the project that the contact will be created within
Project choice is not permanent.
Once a contact has been created within a project, they can be added to additional projects and/or removed from the original project
Choose the Contact Form to use to create the contact
Every project may have one or more contact forms assigned to it.
Once a contact has been created, their record can be updated with details from additional Contact Forms
Choose the Contact Type to assign to the contact.
There are four possible types: Person, Organisation, Animal and Object.
Complete the Contact Form to create the new contact.