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Create a new contact

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  • If you are a user with the Root or Admin role, you can complete the operation.
  • Ordinary users need to have the following permissions on their profile to complete this operation.
    • Allow user to handle Accounts.
    • Allow user to handle Contacts.

To add new contacts, first find the account. To do this, open the application menu and click Accounts. Find and select the account you wish to add a new contact. Then click on the form options menu in the upper left corner, and select the Add new contact item.**

Fill out the form fields. Write the contacts name, phone, email and role. Click the Save button when finished to create the new contact.