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How to create a Contact Video:

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Create a New Contact

To create a new contact select the contact icon (teal ID card) from the top menu bar.

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Not only does the contacts section of the module serve as a complete contacts and client database, but it can also be used for the firm’s marketing purposes.  

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Name

Once in the create contact screen, fill in the details as appropriate.

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This field can be selected by pressing the space bar, and tabbing through the remaining options until you reach the contact details section. 

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Contact Details  

Contacts may have multiple addresses, including Postal, Billing, Business and Home Address.

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When creating a 'New Address' : Select 'New Address' as shown above. 

Click 'Select' image-20240808-074223.pngImage Added and a drop down menu will appear. Select the appropriate address type.

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Field positions can also be customised to suit individual contacts. To move a field upwards or downwards select the blue arrows to the right of the field. This customisation is useful for indicating the primary, secondary and so forth methods of communication with a contact. 

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Additional Details  

Similar to the name section, the field in additional details will vary depending in the contact is an individual or a company. 

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For a company the additional details section has the following fields:

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Custom Fields

Custom Fields are fields that can be used to record additional information about a contact.

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ACN - Australian Company Number 

Safe Custody

Please read more about Safe Custody at Safe Custody