Creating Contacts


 
  1. To create a new contact, click on New Contact on the button bar within Contacts.
  2. The new contact screen allows you to enter contact details for a contact.


  3. Enter the contact information. Some fields have a picklist denoted with a magnifying glass icon. Depending on the configuration, you may be forced to click this button in order to enter information. Clicking this button opens a list from which to select the value. If the value isn't in the list, type it into the text field, and then click Save. You can then select the value you have just entered.
  4. Click Save to save your contact.

 


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