Add a contact (new contact dialog)

For convenience, you can add a contact to a client while you are completing a range of tasks. In each case you will use the New Contact dialog, but the path to that dialog will vary, depending on the task.

If you want to set up a contact so that they are a contact for more than one client, you can create that contact on the Clients > Contacts > + Create New Contact screen or edit that contact on the Clients > Contacts > contact name screen.

Before you begin

As contacts are linked to clients, before you can add a client contact in , the client must already exist. For further details, see Add a client.

Opening the New Contact dialog

For information on how to get to the New Contact dialog, select the task you are completing.

• Editing a client
  1. In the main menu, select Clients.
  2. On the Clients screen, drill down on the name of the client you want to edit.
  3. On the client Overview tab, click + Add Contacts, at right.
  4. In the Adding Contact dialog, do one of the following:
     • If you simply want to add an existing contact from the Clients > Contacts database, select the contact from the Contact drop-down list, then click Add to Client.
     • Click + Create New Contact. The New Contact dialog opens.

• Creating or editing a job

  Creating a job

  1. In the Jobs menu, select Jobs > + Create New Job.
  2. In the New Job screen Client drop-down list, select the client that the job (and contact) is for.
  3. In the Contact drop-down list, click + Add. The New Contact dialog opens.

  Editing a job

  1. In the Jobs menu, select Jobs.
  2. On the Job Manager screen, drill down on the Job Number of the job you want to edit.
  3. On the job details screen, scroll down to the Job Information, General section.
  4. In the Contact drop-down list, click + Add. The New Contact dialog opens.

• Creating or editing a lead

  Creating a lead

  1. In the Business menu, select Leads > + Create New Lead.
  2. In the New Lead screen Client drop-down list, select the client that the lead (and contact) is for.
  3. In the Contact drop-down list, click + Add. The New Contact dialog opens.

  Editing a lead

  1. In the Business menu, select Leads.
  2. On the Lead manager, All Leads tab, drill down on the name of the lead you want to edit.
  3. In the lead details screen, Contact drop-down list, click + Add. The New Contact dialog opens.

• Creating or editing a quote or estimate

  Creating a quote or estimate

  1. In the Business menu, select Quotes > + Create New Quote.
  2. In the New Quote screen Client drop-down list, select the client that the quote or estimate (and contact) is for.
  3. In the Contact drop-down list, click + Add. The New Contact dialog opens.

  Editing a quote or estimate

  1. In the Business menu, select Quotes.
  2. On the quote manager screen, drill down on the Quote No. of the quote or estimate you want to edit.
  3. In the quote Details tab, Contact drop-down list, click + Add. The New Contact dialog opens.

Adding a new contact

To add a new contact for a client:

1. In the New Contact dialog, provide the following information, as required.

   Typical examples are included in the following table from First Name onwards.

   Field	Description
   General Information
   Client Name	The name of the client to whom the contact is being added.
   Set as primary contact	The primary contact is effectively the default contact for the client. Whenever needs to use the client and contact fields, it selects this contact, as opposed to any additional (non-primary) contacts. The primary contact appears first in the list of contacts on the client details screen. When you set the contact as a primary contact for a client, you can't assign them as a primary contact for other clients. Also, when you send an email, the contact that is set as the primary contact is automatically added in the 'To' field of the email screen.
   Include in emails	The contact is automatically added to the 'CC' field when sending an email.
   First Name	The first name of this contact person: Catrina
   Last Name	The last name of this contact person: Forster
   Position	Job role or position: Accounts Manager
   Salutation	The name to follow 'Dear' at the start of a letter: Catrina
   Addressee	The formal name used in templates for documents such as invoices: Ms C Forster
   Contact Information
   Phone	Contact phone number including area code: (04) 123-4567
   Mobile	Mobile number: (022) 234-5678
   Email	Contact email address: catrina@archwaybiz.com

2. Save your changes.