New Contact Wizard

Overview

Updated 11/19/2021

The New Contact Wizard can be accessed from these Actions menus:

Grant permission to create new contacts with the AllowCreateNewContact config option. Visit the AllowCreateNewContact Config Option help page for information.

The New Contact Wizard is separated into groups - Contact Info, Customer/Agency Info, Contact Method, and Address.

Populate the fields in the groups according to these definitions:

Salutation	A formal greeting for the contact
First Name	The contact's first name.
Middle Name	The contact's middle name.
Last Name	The contact's last name.
Status	The contact's current status - Active, Inactive, etc.

Customer/Agency	Radio buttons indicating whether the contact is associated to a customer or an agency.
Customer/Agency Name	The company name of the customer or agency.
Department Name	The specific department within the customer/agency to which the contact is associated.
Branch	The specific branch within the customer/agency to which the contact is associated.
Contact Role(s)	The contact's role at the customer/agency.

Contact Method	Available methods of contact for the individual.
Contact Method Value	The specific value according to the chosen method. i.e. - If "Cell Phone" is chosen as the contact method, the value should be a 10-digit phone number.
Contact Method Table	Displays the saved contact methods for this individual.

Country	The country in which the contact works.
Street 1	The contact's work street address.
Street 2	The contact's work street address.
City	The city in which the contact's work address is located.
State	The state in which the contact's work address is located.
Zip Code	The zip code in which the contact's work address is located.

Click the Finish button to save the contact.