# Contact

_Applications › Add new › Accounts_

![Contact](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1d81b0fccf800a73a9999483ea83c670.png)
*Contact — Add new › Accounts › Contact*

## Overview

Use Contact records to maintain the individual contact details associated with Accounts. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can create or update a contact when they need to identify the person’s name, job position, department, and related files.

Create a Contact from **Add new** > **Accounts** > **Contact**. Complete the available details before saving the record so that other business activities can refer to the correct person.

> **Note:** The Contact screen contains personal and organisational details. Enter information carefully and keep it current when a contact changes role or department.

## Workflow

1. Open **Add new** > **Accounts** > **Contact** to start a new Contact record.

   ![Contact](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ef0523a5542278b523396c0d29fbac06.png)
*Contact — Add new › Accounts › Contact*

2. Enter the contact’s identification details.
   - In **Title**, enter the appropriate title.
   - In **Name**, enter the contact’s name.
   - In **Position**, enter the person’s job position.
   - In **Department**, enter the department in which the contact works.
   - Use **Select...** where an available value must be selected.

   Review the details before saving. These fields are the information displayed and maintained for the Contact record.

3. Decide whether the record is ready to save.
   - Choose **Save** to save the Contact and continue working on the screen.
   - Choose **Save and Close** to save the Contact and close the screen.
   - Choose **Cancel** if you do not want to continue with the new or edited record.

4. Add supporting files when they are relevant to the Contact.
   - Use **Attach** to add a file to the record.
   - Review the files listed in **files[]** before completing the record.

   Keep attachments relevant to the contact, such as information that supports the business relationship.

5. Maintain an existing Contact when details change.
   - Open the Contact record and revise **Title**, **Name**, **Position**, **Department**, or **Select...** as required.
   - Choose **Save** to retain the revised details and remain on the record, or choose **Save and Close** to retain the changes and exit.
   - Use **Close** when you have finished reviewing the record without needing to continue on the screen.
   - Use **Delete** only when the Contact record should be removed.

> **Warning:** Use **Delete** with care. Confirm that the Contact is no longer required before removing the record.

## Contacts

The **contacts** tab provides the Contact view for working with contact records and their entered details, including **Title**, **Name**, **Position**, and **Department**. Use this area to review the information held for a Contact and return to the record when details need to be updated.

No stage-change control is provided for this tab. Save changes using **Save** or **Save and Close** from the Contact screen.

## Examples

A sales representative needs to add a contact for a customer Account before continuing account-related work.

1. Navigate to **Add new** > **Accounts** > **Contact**.

2. Enter the following Contact details:
   - **Title**: Ms.
   - **Name**: Elena Morris
   - **Position**: Procurement Manager
   - **Department**: Purchasing

3. Use **Select...** if an available selection is required for the record.

4. If a relevant supporting document is available, choose **Attach** and add it to **files[]**.

5. Choose **Save and Close** to create the Contact and leave the screen.

The Account now has a Contact record containing Elena Morris’s role and department details for future business use.

> **Tip:** Use a consistent format for names, positions, and departments so that contacts are easier to recognise and maintain.

## Tips

- Enter the person’s current **Position** and **Department** rather than a general description whenever that information is available.
- Use **Save** when you need to continue checking or adding information after recording the Contact.
- Use **Save and Close** when all required details have been entered and no further work is needed on the screen.
- Use **Attach** only for files that are relevant to the Contact record.
- Select **Tickets** only when you need to access the action available under that on-screen control.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The Contact details are not retained. | The record was not saved. | Enter or revise the details, then choose **Save** or **Save and Close**. |
| You do not want to keep the changes you entered. | The record is still being edited. | Choose **Cancel** rather than saving the record. |
| A supporting file is missing from the Contact. | The file was not added to **files[]**. | Choose **Attach** and add the relevant file. |
| The contact’s job information is outdated. | The **Position** or **Department** no longer reflects the person’s current role. | Open the Contact, update the relevant fields, and choose **Save**. |

## Related pages

- [Accounts](doc:accounts-guide)
- [Add new — Overview](doc:add-new-overview)
- [Add new — Learning Path](doc:workflows-add-new)
- [Call](doc:call)
- [Task](doc:task)
- [Payment](doc:payment)
- [Product](doc:product-guide)
- [Project](doc:project-guide)
- [Direct Order](doc:direct-order)
- [RFQ](doc:rfq)
- [Process](doc:process)