Create a contact

Create a contact for a person you do business with. You can associate the contact with a company customer or leave the contact independent. Open Menu, and then select Sales > Contacts.

Before you begin

You need permission to create contact records. To associate the contact with a company, create the company customer first. A contact can also be created in context from a customer or supported transaction, so it does not always need to be created in advance.

To create a contact from the Contacts page

1. Open Menu, and then select Sales > Contacts.
2. Select Create contact.
3. Enter the person’s name and the available email, phone, address, and memo information.
4. In Job and responsibilities, enter the job title and select a company when the contact belongs to a customer.
5. Select the applicable responsibilities. If the contact pays invoices, select Pays invoices. Select Primary contact when this should be the company’s main contact.
6. Select Create.

QuickStart creates the contact and opens its details.

Other ways to create a contact

• From a customer page, select More actions > Create contact. QuickStart associates the new contact with that customer.
• On a supported transaction, select Create new contact in the Contact field. QuickStart associates the contact with the selected customer.