Create a Contact and Add It to the Contact List

You can create new contacts and add them to your contact list.

  1. On the Contacts tab of a contact list, click Add > Add New.
    The New Contact window opens.
  2. Enter contact field information.
    Names of required fields appear in red text and are flagged with asterisks.
  3. Click OK.
    The contact appears on the Contacts tab with the other contacts in the contact list.
    Note: Clicking OK on the child window saves the new contact in memory but it is not added to the knowledge base until you save the contact list (the item from which the contact record was created). See Overview of Contacts.
  4. Click Save.