Add New Contacts

Each person in the Contacts List has a record of information such as name, credentials, email, phone numbers, address, contact category, and more.  Note that contacts are not the same as site users.  Users have access to a site while contacts do not unless they are also site users.

To add a new contact, go to the Contacts folder and select Add new > Contact from the toolbar to open the Add Contact form.  Complete the following fields for the new contact:

• First Name, Last Name, Credentials – The values entered in these fields are concatenated and appear together in the Name column of the Contacts table (only the Last Name is required).
• Email – The contact's email address.
• Web Address (URL) – Useful if the contact has a biography or web page on another site.
• Phone Numbers – The numbers entered are validated per country or area code and reformatted accordingly.  If a number fails validation, it needs to be formatted manually.  Additional lines automatically propagate to accommodate as many numbers as required.
• Address – A free text field intended to store the contact's mailing address.
• Contact Category (may be relabeled and options are set in Contacts Folder Settings) – If applicable, select the appropriate category for the contact.  Only one category can be assigned per contact.
• Contact Groups (may be relabeled and options are set in Contacts Folder Settings) – If applicable, select the appropriate group for the contact.  More than one group can be assigned per contact. 
• Job Titles – A free text field intended to store the contact's job title.  Multiple titles may be entered on separate lines.
• Notes – A free text field reserved for additional information.  A toolbar is provided at the top of the field for formatting options.
• Portrait – Upload an image of the contact.  The image is shown on the contact View page, and in the Contacts table or Thumbnail Listing if those settings are enabled.
• Link contact to portal user account – It is possible to link a new contact to an existing site user if they are the same person.  Select from the list of available users on the portal.  See Register a Contact as a Portal User if the contact is not yet a registered user.