The contact record stores additional information for contacts linked to other records, including the AR Customer Record, Franchisee Location Record, and Vendor Record. Users can save addresses, phone numbers, and other contact details, which can be created from the associated record.
Security
Only users with the following permissions will be able to create contacts:
Administration → Contacts → Create Contacts
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Create a Contact
1) Open the record where the contact will be added: Customer Record, Vendor Record, Franchisee Location Record.
2) On the general tab, locate the primary contact field.
3) Type the name of the new contact in the primary contact field.
If an existing contact is already in the primary contact field, write over the existing text to create a new contact. The existing contact will not be impacted.
4) Click outside of the primary contact field.
Users can click anywhere on the page, outside of the primary contact field.
5) In the pop up window, click add.
The contact record will open. The name entered in the previous step will be populated, but can be updated as needed.
6) In the company dropdown, select the record the contact will be linked to.
7) Review the optional fields and enter any additional contact information desired.
Learn more about the contact record fields.
8) Hover over save and select the desired option: Save, Save and New, or Save and Close.
Save: Save the form and remain on the page.
Save and New: Save the form and open a new blank contact form.
Save and Close: Save the form and close it.
