Adding A New Contact
To create a contact, follow these simple steps,
Hover over the "Customers icon in the sidebar and select Contacts".
Click on the "+New" button. A window appears in the middle of the screen with the following fields,
Personal Details
Salutation: Include a salutation to address contacts appropriately, such as Mr., Miss, or Mrs.
First Name: Enter the First Name of the contact. This is a mandatory field
Middle Name: Enter the Middle Name of the contact.
Last Name: Enter the Last Name of the contact.
Gender: Select Male, Female or Non-Binary from the list provided in the drop-down.
Preferences And Status
Primary Channel: Select the preferred channel type WhatsApp, Facebook, Email, or Webchat from the list provided in the drop-down. Upon selecting the primary channel, the contact will receive information or send messages from that particular channel. For example: If the primary channel is WhatsApp, then the contact can receive information or send messages only from WhatsApp.
Preferred Language: Select the preferred language from the list provided in the drop-down. Preferred language helps in identifying the language in which the contact would like to communicate with the organization.
Status: Set the status of the contact, if it is 'Active' or 'Inactive'. By default the status is always "Active". This means the contact is currently in use and fully operational. If the contact fails to be in use, then switch the status to "Inactive".
Priority: Set the priority of the contact, if it is 'Low', 'Medium' or 'High'.
Organization And Other Details
Contact Type: There are various types of contacts, such as, "Vendor", "Sponsor", "Internet User", "Customer", "Child", "Contact Person". Choose any one type according to the requirement. The type of contact can be modified or also added in the "PartyType" section in Configuration.
Parent Account: Link an account to which this contact belongs from the list provided in the drop-down. This list contains all the account names.
Owner: Enter the owner of the contact from the list provided in the drop-down. The list contains all the employee names.
Organization ID: By default, the modal will display the default organization name set for that tenant which you are logged in. You can change the organization from the drop-down provided.
Contact Details
Phone Number: Enter a valid phone number here.
Email Address: Enter a valid email address here.
Address Details
Address Line 1: Enter the address details of the contact.
City: Enter the name of the City.
Zip Code: Add the zipcode here.
State: Select the state after selecting country from the list. Then all the states belonging to that country will be available in the list. Choose the required state.
Country: Select the country from the list provided in the drop-down.
Tags: Tags are nothing but a way to notify that the contact belongs to particular group in an organization. You can add tags from the list provided in the drop-down.
You have successfully created the contact.