Creating a New Contact

  • Updated


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 > Contacts. A new page will pull up with 4 tabs to input data on the Contact.


1. Participants

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. Address

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

3. Roles

In this tab, select what type of role the contact has either as an Alternate Contact, Billing Contact, Contact, e.t.c. 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.
Note: Contacts created with the following Roles/contact types - Alternate Contact, Billing, and Contact, cannot be linked to a registration. They are only associated with the entity.


4. Review 

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