Creating a Contact / Person Record – User Guide
Creating a Contact or Person Record
To create a contact/person record, first navigate to the contacts menu and select the People Module.
You can create a contact or person record in three ways:
Create Person: The basic creation tool you will use most of the time.
Create Person From vCard: This uses the business card import functionality.
Import People: This is where you can upload a contact list from a spreadsheet.
For this demonstration, we’ll be creating the contact / person record using the Create Person tool.
Create the record by manually entering the contact information in the required fields.
You can add additional information in the tabs along the top of the record. E.g Address & keep in touch tasks.
Enter all the information you require and click Save.
If you need to add information to the record in the future, you can do so using the Edit button in the Actions menu.
