Add Contact Record

Add New Contact record

Note : You will only be allowed to create, if you have the required security role allocated to you. If you do not have the rights to create and you wish to be added to the site as a contact please contact your support team.

From the menu, select Contact - Create. The following form will appear:

You need to specify the following data :

Field name	Data type
First Name	Freetext. This is a mandatory  field.
Last Name	Freetext. This is a mandatory field.
Job Title	Freetext. This is a mandatory field.
Company Name	Lookup field. This is a mandatory field.
Job Role	Dropdown. This is a mandatory field.
Phone	Freetext numerical value. This is a mandatory field.
Mobile	Freetext numerical value. This is a mandatory field.
Email	Freetext. This is a mandatory  field.
Address line 1	Freetext
Address line 2	Freetext
Town	Freetext
County	Freetext
Postcode	Freetext

By ticking on the Copy Address from Company check box. :

The address will be copied from the Company, which has been selected in the company field.

Once you have entered the information on the form, you will have the option to Cancel, Cancel, Create & New and Create.

 Click on cancel to exit the form.

Click on Create, if you just want to create 1 contact record.

Click on Create & New, if you want to create the contact record and then create another contact record.