How to add a new Contact

Contacts store information about the people you do business with. Contacts are usually associated with an account, but can also be associated with other records such as opportunities.

Step-by-step guide

1. Search for the contact to see if it already exists. If you find a matching contact, consider editing the contact to avoid creating a duplicate.

   
    

2. If the contact does not already exist, click on the Contacts tab in the Navigation bar and then click New.
   
    

3. Select "Existing Default Record Type" and then click Next.
   
    
4. Add as much information as possible and then click Save. Only fields marked with a red asterisk on the form are required.
   
   • Do Not Contact Preference
     1. Check Do Not Contact if the contact doesn't want to be contacted
     2. Check Email Opt Out if the contact doesn't want to be emailed
   • Contact Detail
     1. Name: Enter Contact's name
     2. Contact Type: Choose the applicable Contact Types
     3. Title, Department, EMPLID/NetID, Reports To: Enter if known
     4. Account Name: Select the Account this Contact is associated with
   • Contact Information
     1. Primary Address, Phone/Mobile, Email: Enter contact information
   • Academic Planning Information (if applicable)
   • AA&D Service Indicators/Gift Information (if applicable)
   • Interaction Interest (if applicable)
   • Additional Information
     1. Emergency Contact: Enter emergency contact information
     2. T-Shirt Size: Enter shirt size if known
   • Current Student Information (if applicable)
   • CMC Offer Statistics (if applicable)
   
    
5. Your new Contact record has been saved. Because you added the record, you automatically become the Contact owner. If you need to update the Contact owner you can do so after the record has been saved.

You must search first before creating an contact to avoid creating duplicates.