Add a New Contact

This is information outlines the general process for adding a new contact. See also Individuals - add/edit/delete.

1. Go to the Contacts tab.

2. On the Contacts tab navigation bar, click New Contact in the Create section. This will launch a New Contact Wizard that will guide you through the steps in this two-part process.

3. The wizard will take you through the steps of creating a new record in the People list then creating a new profile in the Profiles list. Every contact requires both. All contacts, including supported individuals, should have only 1 People record. Contacts may have multiple profile types but only one profile for each profile type.

See also