Creating a New Contact

Modified on Tue, 3 Mar at 1:16 AM

Creating a New Contact

Click the Search icon leaving the search field blank in the Companies section. This will display the list of all companies that are available in the database. The New Company, New Contact, and Link Company Contact command buttons will be enabled allowing the user to click on either one.

Highlight the row of the added Company in the Companies section.
From the Contacts form click on the New Contact command button in the Related Contacts section:

From the New Contact pop-up window enter all details on the form, where available, and click OK. The added contact will appear in the contact list on the screen and will be available for future selection.

*Note: In the case where no valid contact exists but the record is needed to associate a company to the Lease as described in Creating a New Internal Contact, then simply populate, at minimum, one field to create a valid contact record (i.e.Title).

Select the contact by using the checkbox in the Select column and click the Link Company Contact command button. From the pop-up window that is displayed next, use the drop-down menu to select one or more roles and then click OK. This will link the contact and the associated company to the lease and it will appear in the Linked Contacts section of the form.

Figure 1: Contact is linked to the Lease with one Role