Creating a contact
From Dashboard View
To create a contact, you will have to locate the "Contacts" widget and click the "Add Contact" button as pictured below.
If you are not in the "SkipsContactInitialSearch" group, you will be prompted to first search for the contact
Enter the First and Last name of the contact you would like to add, and click the Search button.
If there is a contact that matches what you searched for, it will display in the grid. You can search again, by clicking the Search Again button, or create the contact by clicking the Add New Contact button.
If you click the Add New Contact button, you will be taken to a screen to enter information about this contact. At minimum, you will need to enter the First and Last name.
For the phone number, you can add one of three. (Cell, Home, Work).
Choose the phone type in the dropdown, and enter the number in the field below.
If you choose to enter in the address, fill in the Address and Zip. The system will auto look up the City and State.
Finally, click the Create button to create the contact in the system.
You will be redirected to the contact view in the system.
The contact widget on your dashboard will populate the search field with the ID of the newly created contact. If you want to search for the contact, you can click the search button.
From Classic View
You will need to locate the drop down in the top right hand corner of your screen that says "New...". One of the options in the drop down will be "Contact".
You will be taken to a screen that will allow you to enter a first and last name and optionally a company for the new contact. After entering that information in you will click "Search Contacts" which will return a list of all contacts that already exists that have a name similar to the name you entered. If the contact already exists, you can click on the name of the existing contact in the search results to go to that contacts contact screen and exit the contact creation process. Otherwise, you can click "Create Contact" to be taken to the new contacts contact screen where you can continue to enter pertinent information.
