Create a Contact

1. Navigate to an Account and find the 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

   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

 Screenshots

Create Contact Documentation

1. Navigate to a contact and scroll down to the Credentials Related list, or click Credentials shortcut

2. Enter the details of the credential and drop any required attachments into the Attachments box

3. If the credential needs to be a child of another credential (e.g. a Visa, which should be related to a passport), enter the ID of the parent credential in the Parent Credential field, then click the magnifying glass and select the credential

4. Click Save