Creating a Contact

Go to Contacts and click New Contact.

Select the contact type.

For individuals, enter:

• Title (Mr, Mrs, Ms, Dr, etc.)

• First name, middle name (optional), last name

• Date of birth (optional)

• Nationality

For organisations, enter:

• Organisation name

• Company registration number (optional)

• VAT number (optional)

Add contact details:

• Primary email

• Primary phone, mobile

• Work email and phone (optional)

Add an address (see Addresses below).

Set communication preferences:

• Preferred contact method (email, phone, post, etc.)

• Language preference

Click Save Contact.