Adding Contacts on the Fly

Based on user permissions for your project, it may be possible to create new companies and contacts while composing mail from within the mail creation screen.

  1. Click New Contact to the right of the To: or Cc: fields to load the “Create New Contact” window.

  1. Select the Company the new contact belongs to.

  1. If the new contact belongs to a new company, click the yellow plus sign to the right of the company drop down list then enter a Company ID, Company Name and complete the other company details as required and click the Close button and Save when prompted and then proceed to add the Contact.

  1. Enter the First and Last Name of the new contact and press Tab. The ID of the new contact will default automatically (but can be changed).

  2. Complete the remaining details about the new contact and click OK when done.

When entering new Companies, the system will check both the Company ID and Company name to see if they already exist.