Contact Basics - Creating a Contact

To create a new Contact, look for the New Contact icon in the upper right section of the screen: Screen_Shot_2017-09-17_at_10.37.04_PM.png

On the New Contact form, select a Contact Type, and then you'll choose whether your new Contact Public or Private. Public is the default option, and means that a Contact may be seen by all users. Private Contacts are only visible to Admins and other users with custom permission levels allowing them to see Private Contacts.

Then, fill in as much information as possible, including the names of all Individuals, Contact Methods, Addresses, and any Custom Fields.

Remember: every Contact must have at least one Individual. When creating a new Contact, the First name and last name fields will be required for all Contact Types. For all Contacts of Type Organization of Foundation, or with Custom Contact Types based on these two, the Contact name field is also required.

When all data has been entered, hit Save to view your new Contact.

 

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