There are two way to create a New Contact:
A.
1. Select Contact from the Create New drop down menu.
2. If the contact should be created under a Company or Site, type that information into the fields provided and click the Find button.
3. Click the Select link beside the desired company or site.
4. Fill in all of the applicable contact information, in the Info tab view.
5. If UDEF's are being used, click on the UDEF's tab and fill in the applicable information on that page.
6. Click on the Notes and Attachments tab if notes or attached files are to be added. Type notes in the text field and click the Browse button to add files. When finished, click the Save button.
B.
1. Search for a Company or Site, and select the desired Company or Site record.
2. Click the Create Contact button.
3. Fill in all of the applicable contact information, in the Info tab view.
4. If UDEF's are being used, click on the UDEF's tab and fill in the applicable information on that page.
5. Click on the Notes and Attachments tab if notes or attached files are to be added. Type notes in the text field and click the Browse button to add files. When finished, click the Save button.