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Add a New Contact

 

Customer Relationship Management (CRM) allows you to create contact records based on the information you have about the individual.


There are four ways to create a new contact:

  • Create a new contact record – Add a new contact from scratch
  • Click 'Contacts' > 'Add Contact'
See Create a New Contact Record and Quick Create a Contact Record if you need help
  • Quick create a Record – Create a new contacts record with the details you require. Other details can be added later as the business gains momentum. See 'Quick Create a Contact Record' for details.
  • Clone a record - Duplicate an existing record to use as a starting point for a new contact
  • Click 'Contacts' > click the contact you wish to clone > 'More' > 'Duplicate'

See Clone an Contact Record for more details.

  • Import Contacts – Bulk import contacts from a .csv or .vcf file
  • Click 'Contacts' > 'Actions' > 'Import'

See Import and Export Records if you need further help.

Once a contact has been added to the 'Contacts List', you can:

  • Add activities for the contact (scheduled events, meetings and more). See Track Contacts for more details.
  • Track sale and purchase orders depending on whether the contact is a seller or a buyer. You can view and manage associated emails, quotes, sales orders, purchase orders, invoices, campaigns, vendors, assets, invoices , products, services and opportunities. See Track Contacts for more details.

Create a New Contact Record

  • Click 'All' then 'Contacts' (under 'Marketing and Sales') OR click 'Contacts' on the title bar
  • Click the 'Add Contacts' button
  • The 'Create New Contacts' page will open. Complete as many details as you have to hand then click 'Save'.



Create New Contact - Form Parameters

Form Parameter

Description

Contact Details

First Name

First name of the contact.

Last Name

Last name of the contact.

Office Phone

Employee's contact number.

Organization Name

Associate the contact with a CRM organization.

Mobile Phone

Cell phone number of the contact.

Lead Source

Select how the contact was discovered.

Home Phone

Home phone number of the contact.

Title

Contacts job title.

Secondary Phone

Enter any secondary email address for the lead.

Department

Specify the department of the contact.

Fax

Enter the Fax number of the organization.

Primary Email

Enter the mail email address of the organization.

Date of Birth

Provide date of birth of the contact.

Assistant

Specify the name of the contact’s assistant.

Assistant Phone

Specify the phone number of the contact's assistant.

Reports to

Select from the list of contacts to whom the contact reports.

Secondary Email

Enter any secondary email address for the organization.

Email Opt Out

Specify whether the lead has opted out of email communications.

Do Not Call

Specify whether the contact has opted out of call communications.

Assigned To

Enter the name of the staff member to whom the lead is assigned.

Notify Owner

Specify whether to notify the staff member to whom the organization record is assigned.

Reference

Specify whether to organize reference contacts to other modules in CRM.

Customer Portal Details

Portal User

If enabled, the contact record is granted customer portal access.

Support Start Date

The customer can log in to customer portal from this date.

Support End Date

The customer can log in to customer portal until this date.

Address Details

Mailing Street

Enter the address details like street name, city, country, postal code and more.

Other Address

Enter the destination address details for other purposes.

Mailing PO Box

Enter the PO Box number for mailing purpose.

Other PO Box

Enter the PO Box number for other purpose.

Mailing City

Enter the name of city meant for mailing purposes.

Other City

Enter the name of destination city for other purposes.

Mailing State

Enter the name of state meant for mailing purposes.

Other State

Enter the name of destination state for other purposes.

Mailing Zip

Enter the mailing zip code details.

Other Zip

Enter the other zip code details.

Mailing Country

Enter the name of country for mailing purposes.

Other Country

Enter the name of destination country for other purposes.

  • Click 'Save' to add the contact to the 'Contact List'. You can update the contacts details at any time by clicking the 'Edit' button.


Quick Create a Record


The 'Quick Create' option you to create a contact record from any interface, in a short time. You need to enter only the basic details.

  • Click the '+' button at the top right from any interface of CRM and choose 'Contacts' from the options.




  • Fill-in the organization details in the 'Quick Create Contact' dialog. Descriptions of the form parameters are available in the this table.
  • If you want to view and enter all details, click 'Go to the full form'
  • Click 'Save'

The record will be saved and added to the list of organization records in the 'Contacts' interface. You can open the summary interface for the record by clicking the contact name and add/edit the details as required at anytime.


Clone a Contact Record


Comodo CRM allows you to create a new contact record using an existing record as a template. You can then edit the cloned record according to the requirements of your new contact. This is useful when you find a contact that has the same organization for which address details exists already.

  • Click 'All' on the title bar and choose 'Contact' under 'Marketing and Sales' to open the 'Contact List' interface
  • Click on the name of the contact record you want to clone to open the the 'Contact Details' interface
  • Click 'More' on the top right and choose 'Duplicate'



The 'Creating New Organization' form will open with the details populated from the original record.

  • Enter a new name for the new organization
  • Edit the details as required. Descriptions of the form parameters are available in the table above.
  • Click 'Save'.

The organization record will be saved and added to the list of organization records in the 'Organization List' interface.