Add New Contacts to an Organization

You can add new or existing contacts to an organization. This procedure is for adding new contacts.

1. Right-click the organization you want to add contacts to and select Open.
   On the standard organization workspace, the organization opens with the Contacts tab as the active record tab.
2. Click Add New on the Contacts tab.
   A new contact opens on a subtab.
3. Enter the contact’s first and last names in the appropriate fields.
4. Select one or more check boxes in the State drop-down list.
5. To enter additional contact information, complete any of the remaining fields on any of the record tabs. See Add a Contact.
6. Click OK.

   Clicking OK on the new contact subtab closes the subtab and saves the contact information in memory, but the contact is not added to the knowledge base until you save the organization.

7. To add more contacts to the organization, repeat the previous steps.
8. Click Save.