Add a New Contact, CRM Contacts, Customer Relationship Management, Comodo

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:

Associate the contact with organizations, leads, opportunities, invoices, products, campaigns and more. See Associate Records from Other Modules to a contact for more details.

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.

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Add a New Contact