Create a Contact Record

BE ADVISED:

Please ensure that the contact doesn't exist prior to creating a new contact record. It should not give you a result when you do a search for the new contact information to be added.

Workflow

1. Choose (1) Contacts > (2) Add New menus on the side.

2. Enter the required information (3) - minimum required fields are (refer to the form fields table on the Contact Record Type page, or you can refer to the highlighted RED fields in the screenshot below).

3. Click the (4) SAVE CONTACT button.

4. After clicking the SAVE CONTACT button, the contact information has now been added to the system. Now that the Contact Record has been added to the system, you can now proceed to the other workflows related to the Contact record that you can do to a Contact or User in the system. Refer to the following workflows to proceed:

   • Add the Contact Address Information

   • Add a Photo to a Contact Record

   • Print the Contact or Staff Card

   • Assign Roles to a Contact Record

   • Assign a Permission Level and Provide the Login Credentials to a Contact

   • Associate Contact to Scheduled Units

Video Tutorial