Creating a Contact

Updated: January 15, 2026

There are two ways to Create a Contact.

1. Click on the "Quick Actions" button in the blue navigation pane.  Click on Add a Contact and complete the contact information and click on Save.
   
   
   
   
   
   
   
   
2. Navigate to the Contacts tab.  Click on the "+" icon to Add Contact.  Complete the contact information and click on Save.
   
   

Contact Form Information & Customization

You also have the option to customize the contact form in the top right-hand corner of the Contact Form. To customize the contact form, click "Customize form." This will take you to a dedicated screen where you can modify fields, set them as required, or remove them entirely.