Creating Contacts

Navigate to Groups à Contacts.

Click Create Contact.

Refer to the following table and fill in the fields in the Personal Information tab:

Field	Description
Account	Displays the account under with the contact is being created.
Title	The forms-of-address that precedes the guest name. Users can select the title for the guest from the available options in the drop-down list.
Contact Type	Select a type of contact from the Contact Type drop-down list.
First Name	The first name of the contact.
Last Name	The last name of the contact.
AKA	The other name or nickname of the contact, if any.
Company	Name of the organization that the contact work in.
Job Title	The official designation of the contact.
Active Contact	When enabled, indicates that the contact is active.
Primary Contact	When enabled, indicates that the contact is the primary contact for all communications. A primary contact cannot be deleted or made inactive.

Navigate to Contact Information tab.

Refer to the following table and fill in the fields:

Field	Description
Phone	Select if the contact is a Home, Office, or Mobile contact.
Country Code	The country calling code for the contact number.
Phone Number	The phone number of the contact. Users can add multiple phone numbers by clicking on the plus icon.
Primary Contact	When enabled, indicates that the phone number is the primary number for all communications.
Private Contact	When enabled, indicates that the phone number is private, and the contact does not prefer to be contacted by the property at that number.
Email	Select if the email address is an official email address or personal email address and enter the email address. Users can add multiple email addresses by clicking the plus icon.
Primary Email	When enabled, indicates that the email address is the primary email address for all communications.
Private Email	When enabled, indicates that the email address is private, and the contact does not prefer to be contacted by the property at that email address.
Pager Number	The pager number of the contact.
Address
Address	The address details of the contact. It can contain up to 255 characters. Users can also add multiple address lines by clicking the plus icon.
City	The city where the contact is from. It can contain up to 50 characters.
State	The state where the contact is from. It can contain up to 50 characters.
Country	The country where the contact is from. It can contain up to 50 characters.
Postal Code	The postal code of the contact’s residential address. It can contain up to 10 alphanumeric characters.

Navigate to Other Information tab.

Refer to the following table and fill in the fields:

Field	Description
Last Call Date	Displays the date on which the last sales call was made to this contact.
Established Date	Displays the system date on which the contact was created.
Birthday	The date of birth of the contact.
Anniversary	The anniversary date of the contact.
Trace Date	The date at which a reminder must be sent to the manager about the birthday/anniversary of the contact. After receiving the notification for an event, user must manually enter the trace date for the next event.
Comments	The comment related to the contact.

Click Save. The created contact is displayed in the grid.

Users can also perform the following actions in the Contact screen:

Modify a contact using the Edit option.
Delete a contact using the Delete option. A contact cannot be deleted when in use.
Activate or inactivate a contact by enabling or disabling the Active Contact flag.
Search for contact using the contact’s name, phone number, or email address.
View the inactive contacts by enabling the Show Inactive toggle.