Add a New Contact
⚠️ Important: A client record must already exist before you can add a contact.
Open the Client Record
Type the client name into global search, or click Clients on the left toolbar.
Find and select the client you want to update.
Click Contacts.
Create the New Contact
Click the ✚ icon, then click New.
Complete all mandatory fields (shown with a red star).
Enter the Name and Surname.
Select the Sector(s) in which the contact should be visible.
In the Communications section, click the ✚icon to add contact details.
Select the communication Type, then add the number or email.
Click Save or Save and New if you need to add more details.
📌 Note: Add all relevant phone numbers and email addresses before moving on.
Add Contact Details
Click the Details tab.
Select a Contact Type (mandatory).
Add Employment dates (if known).
Add Reports To (if required).
Add the Department and Mail Priority (if required).
Click the Consultants tab. If the tab is not visible, click More and add it.
Assign a Consultant
On the Users section, click the ✚ icon.
Select yourself (or a colleague) as the User.
Set Primary Consultant as the relationship type.
Update commission settings if needed.
Click Save if you are finished, or click the Attributes tab to add Attributes.
Add Attributes
Click the Attributes tab. If not shown, click More and add it.
To add attributes, click the
icon on the left.
Select a folder to view available attributes.
Add attributes by either:
Double-clicking an attribute, or
Selecting one or more attributes and clicking the green right arrow.
Click Save on the right.
🤓 Tip: Attributes help describe the contact’s role and requirements, improving search accuracy.
Save the Contact
Click Save to complete the record.
Return to the Contacts tab to confirm that the new contact appears.
💡 Best Practices
Add all relevant communication details before saving the record.
Use contact types consistently to support searching and reporting.
Assign a primary consultant to maintain ownership clarity.
Add attributes that reflect the contact’s responsibilities or requirements.
Review the contact record after saving to ensure all mandatory details are complete.
🤔 FAQs
Q1: Why can’t I add a contact?
Answer: A contact can only be added if a client record already exists.
Q2: Do I have to add attributes?
Answer: No. Attributes are optional but useful for searching and categorising contacts.
Q3: Is a consultant added automatically?
Answer: No. Consultants must be added manually using the + icon on the Consultants tab.