Add a Contact

Use this tutorial to add a new contact.

Complete the following steps to Add a Contact:

  1. View the list of contacts on the Contacts page.

NOTE:  For more information about viewing a list of contacts, see View a List of Contacts.

  1. Click Add Contact.  The page refreshes and displays Add New Contact functionality.

  2. In Last Name, enter the last name of the contact.  Up to 30 characters may be entered.

  3. In First Name, enter the first name of the contact.  Up to 30 characters may be entered.

  4. In Middle Name, enter the middle name of the contact.  Up to 30 characters may be entered.

  5. In Active Status, select Yes or No to indicate whether the contact is currently active.

  6. In Subscriber, select the organization to which the contact belongs.

  7. In Contact Type, select the type or classification of the contact.

  8. In Phone, enter the telephone number at which the contact can be contacted.  Up to 20 characters may be entered.

  9. In Fax, enter the fax number at which the contact can be contacted.  Up to 20 characters may be entered.

  10. In Cell, enter the cell phone number at which the contact can be contacted.  Up to 20 characters may be entered.

  11. In Email, enter the email address at which the contact can be contacted.  Up to 255 characters may be entered.

  12. In Title, enter the title of the contact.  Up to 100 characters may be entered.

  13. In Description, enter a description of the contact.  Up to 4000 characters may be entered.

  14. Click Save.