Add a New Contact
Go to the Contacts module and look for the "+ ADD CONTACT" button over on the right hand side.
Click the button to open the Add Contact form.
You must give your new contact a name and select the type of contact. Everything else on the form is optional. You can start with a name and come back to enter the remaining details later.
Contacts are sorted alphabetically by name in the list view.
Name* (required) - a name to identify the contact, e.g., the company name
Type* (required) - the type of contact, e.g., supplier, customer, regulator
Inactive - leave unchecked for active contacts. Inactive contacts are hidden from search results and reminders are not sent.
Description - general information about the contact such as what they supply, typical lead times, etc
File/Photo - upload a picture of their logo, their product, or the person to help identify the contact
Business Registration Number - an official registration number, in Australia it's an ABN or ACN
Contact Information - Email, Phone, Mobile, Fax, Address, City, State, Postcode, Country
Website - a URL including the protocol (https://). It's easiest to copy the URL from your browser.
Assignee - the person responsible for managing this contact and their records. They'll receive reminders for expiry dates.
Contact Groups - select applicable contact groups to apply standard sets of requirements
Requirements - select applicable requirements individually for this contact
Risk Rating - select a risk rating for this contact to use in reports and search filters
Projects - select any projects this contact beongs to. If you don't see anything to choose, there aren't any active projects in your site. Add Projects in the Projects module.
Tags - seleect any applicable tags to categorise this contact. If you don't see anything to choose, there aren't any tags in your site. Add some Tags in Settings.
Click [SAVE] at the bottom.
If you are the Assignee or have elevated permissions, you'll be able to Edit the Contact to update their details.