You can create new contacts manually or you can upload contacts in bulk by using the import functionality.
Manual addition of new contacts is achieved by clicking on the [New Contact] button present on the right-hand side of the screen. Whereas bulk import of contacts is achieved by clicking on the [Import] button, which is again present on the extreme top right-hand corner of the screen. Importing contacts from an excel sheet reduces manual effort.
Adding Contacts Manually
- Click the [New Contact] button on the top right-hand corner of the screen.
The Add Contact screen is displayed below,
- Fill in the details and click [Save] to create a new contact.
Note: The field descriptions are same as that of Add User screen. Refer to the field descriptions of Settings - Account Config help file - Users tab section for more details.