Add a Contact

1. In a Contacts list, click New on the Taskbar. Or from any list, select Contact from the drop-down list.

2. Select the Contact is a Corporation checkbox if appropriate.

3. Enter the Contact's name: last, first, and/or middle if they are an individual; Company if they are a corporation.

4. Click Run Duplicate Check.

o If any matches are found (including Contacts you aren't assigned to), they are listed

§ Choose whether to proceed to add your new Contact.

o If no matches were found, the new Contact is automatically added.

5. Enter more details on this page and the other pages.

6. Click Save & Close.