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Contacts, Vendors & Companies Features in Detail
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How to Add a New Contact

 

Click the Contacts add icon on the Site Administration Menu page (Ctrl-Alt-m).

The Add New Contact page is the default New Record entry page. 

When visitors return to edit and view the contact they will NOT be taken to this form. Instead they will be taken to the Contact Management page described earlier in this chapter under the Components section.

Fill out the data fields you want to collect.  Some fields may be required as per settings in User Signup Features Management.   See the Component’s section of this chapter for a description of each field.

To assign special access rights (other than default rights), Click on the Security Tab located near the upper right hand corner of the Contact Management page to display the Security form shown below:

Check each Security Group that you want the Contact to belong to.

When finished click on   and confirm save.

When finished entering Contact information, click  button and confirm save.

You will be returned to the Search for Contacts page where you can initiate the addition of another contact.

 


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