We’ll be rolling out improvements to this area, and the workflows it includes, on October 12th. 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. Navigate to Relationships > Affiliations > + New > Contact. A new prompt will appear to input data to add the Contact.
Click on the PROFILE TYPE drop-down 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.
Click on + Add Address to select an address for the contact.
Note: If none exists in the application, click on + New, enter the address information and click on Create.
One a new address is created, you can click on Apply.
In this tab, click on + Add role to select what type of role the contact.
In the Role drop-down, you can choose Agent Contact, 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 then click on Add.
Click on + Add role to add additional roles they play if applicable. If not, move on to Registration.
Click on + Registration.
Select a registration if applicable and click on the Apply button.
Note: 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.
Click on + Add Documents to add any relevant documents if applicable.
If satisfied with the data inputted, click on the blue Create button.