Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Navigate to an Account and find the Related Contacts related list (screenshot 1)

  2. Click New

  3. Some details will be populated automatically; fill in the rest of the details

  4. Make sure the following format is followed when created a new Contact:

    1. First and Last names must begin with a capital letter, followed by lower-case letters

    2. The drop down next to the first name should be populated with the contact’s title

    3. The phone number must be stored in the following format: +00123456789 (plus sign + country code + number, with no spaces in between)

  5. Click Save

  6. If there is a 'Duplicates for Contact' error message:

    1. If the contact you are trying to create is a duplicate, please use or update the existing contact instead of creating a new one. See section below to add a relationship to existing contact.

    2. If the contact you are trying to create is not a duplicate, tick the 'Disable Duplicate Check' checkbox (screenshot 2. 1) and click Save

Create a Contact Relationship

  1. If the Contact already exists, but they should be added to the Account, select Add Relationship, instead of New (screenshot 3).

Expand
titleScreenshots
Image Modified

Image ModifiedImage Added

Create Contact Documentation

...