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Configure Contacts

guide
1 min readUpdated

Administrator Guide › Add New User › Account

Contact — Add new › Accounts › Contact

Overview

Use the Contact form to configure a contact record for an account. Administrators create and maintain these records when account contact information must be available for business processes. Use this task after signing in and when adding a contact through the account area.

Before you start

  • Sign in to the application before opening the Contact form.
  • Ensure that you can access Add new > Accounts > Contact.

Steps

  1. Navigate to Add new > Accounts > Contact.

  2. In the Contact form, enter the required contact information. Complete the Title field as applicable.

  3. Select Save to validate and save the contact record.

  4. To save the record and leave the form, select Save and Close.

Warning: The form validates required information before saving. Complete all required information before selecting Save or Save and Close.

Note: If you leave the form after making changes without saving, the application displays a warning.

Note: After a successful save, the application reports: “Error.. client not saved yet”.

Troubleshooting

  • The contact does not save → Required information is missing → Complete the required information and select Save again.
  • A warning appears when leaving the form → Unsaved changes are present → Select Save to retain the changes, or leave the form only after reviewing the warning.
  • You cannot open the contact form → You are not signed in → Sign in, then navigate to Add new > Accounts > Contact.

Result

A contact record is validated and saved from the Contact form.

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