Creating a New Contact

  • Updated

We’ll be rolling out improvements to this area, and the workflows it includes, on October 11th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.

This article outlines steps on how to create a new contact and the different types of contacts

A Contact can be created either from the General > Overview > Contacts > + section of an entity or from Affiliations > New. A new page will pull up with 6 tabs to input data on the Contact.


1. Details

Click on the Profile Type field and select either Entity or Person. Select the Contact's profile or click on New to create a new Person or Entity Record if the Contact is yet to be created in the application. Enter any notes on the contact in the Notes field.


2. Addresses

Click on + Address to select an address for the contact. If none exists in the application, click on + New, enter the address information and click on Create.


3. Roles

In this tab, click on + Add role to select what type of role the contact has either as an Alternate Contact, Billing Contact, Contact, etc. If they have a custom title, create a new title in the Custom Title field or leave it blank if not applicable. Enter the Effective Date and move to the next tab or click on + Roles to add additional roles they play if applicable.


4. Registration 

Click on + Registration, select a registration if applicable and click on the Apply button.

Notes: Contacts created with the following Role types - Alternate Contact, Billing, and Contact, cannot be linked to a registration. They are only associated with the entity.

A new Registration cannot be created from the Contact modal. A registration would need to be created first to link a Contact to it. 


5. Documents 

Click on + Add Documents to add any relevant documents if applicable.


6. Review 

A summary of the information entered. If satisfied with the data inputted, click on the Save button.