Creating a Contact

You can create a contact two different ways.

Updated: September 19, 2024

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.

    Quick Actions

    Contact Information


  2. Navigate to the Contacts tab.  Click on the "+" icon to Add Contact.  Complete the contact information and click on Save.

    Add Contact

Contact Information