How to Create a New Contact

Background

A contact is the representative at a company with which Strokeone Software Limited has a business relationship.

It is worth noting the data model rule with regards to contacts and companies:-

This topic outlines the steps required to create new contact record.

Ensure that you have logged onto strokeone, and that you can see and access the Clients button in strokeone home banner.

From the home banner, click the Clients and then Contacts buttons.
The Contacts List layout appears.
Click the new contact icon to the right of the screen
As a contact must be associated to a company, strokeone displays the Company Module picker dialog box.
Ensure the Filter tab is selected, and begin to type the first three or four characters of the name of the company to whom the contact should be associated.
The system will filter the returned data set accordingly, and allow you to select it.

Assuming the required company is available and selected, proceed to step 7)
If the required company could not be found, click the New tab to create a new company

Complete the form as follows:-

enter Company name
select Internal contact from the drop down list
select How they found Strokeone Software Limited from the drop down list

Proceed to step 7)

Note:
a ) for guidance on how to populate these company fields see here
b) If you have created a new company via this method, you should return to the actual company form later to fully complete all data fields.
The Contacts layout opens.
Populate the following contact details:-

Field	Instructions
Title	Select the applicable title from the drop-down list
First Name	Enter the first name for the contact
Last Name	Enter the last name for the contact
Company	This will be pre-populated with the Company value either selected in step 5) or created in step 6)
Mobile	Enter the mobile phone number for the contact
Direct Line	Enter the direct line phone number for the contact
Switchboard	Enter the switchboard number for the contact's company
Fax	Enter the fax number for the contact.
Email	Enter the email address for the contact. Notes: Only a single email address is supported An email address must be populated for those clients to whom you will grant Vendor Site access .
Email Opt In	reserved for future usage

If you wish to grant the contact access to the external vendor site, see Granting Contacts Access to Vendor Site