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Create a New Contact

Sway Dominguez
Sway Dominguez
  • Updated

Add a contact to an Entity Profile and define Roles, Addresses, and Registrations as needed. 

To create a new Contact follow the below steps:

Create a Contact from an Entity Overview

  1. Navigate to Overview > Contacts

  2. Select + Add on the right side of the section

Create a Contact from Affiliations

  1. Navigate to Relationships > Affiliations

  2. Select + New > Contact

  3. A new prompt will appear to begin the contact creation process

Complete Each Tab in the Contact Modal

1. Details

  • Select a Profile Type: choose either Entity or Person

  • Click + Add Profile to select an existing profile

  • Click + Add Person to create a new Person or Entity record if not yet in the system

  • Use the Notes field to record relevant details about the contact

2. Addresses

  • Click + Add Address to link an existing address from the selected profile

  • If no address exists, click + New (top right of the modal), enter the address, and select Create

  • After saving, click Apply to add the new address to the contact

Note: The address must first be created to appear as a selectable option.

3. Roles

  • Click + Add Role

  • The Role defaults to Contact

  • Select a Title from the dropdown (Contact, Alternate Contact, Billing Contact, Client Contact or Agent Contact)

  • Enter an Effective Date.

  • Use the Custom Title field if a unique title is needed, or leave blank

  • Click Create

  • Repeat to add multiple roles if applicable

4. Registration

  • Click + Add Registration

  • Select a registration and click Apply

Note: Roles such as Alternate Contact, Billing Contact, and Contact cannot be linked to registrations—they are entity-only.
Registrations must be created first before linking them to contacts.

5. Documents

  • Click + Add Documents to upload related files, if applicable

Once all relevant fields are complete, click Create to save the contact.

Video Instructions: