Add a Contact

Typically, you would add a Contact to an existing Company record, creating an employee relationship:

1. Open the Company record that you want to add a Contact to
2. The Contacts tab will open by default, with a list of any contacts already attached
3. Click Add to open a new Contact page
4. Enter the Contact's Full Name and iCFM will check existing Contacts to minimise duplicate records
5. Complete the required fields
6. Click Save to create the new contact record

Once saved, a unique contact ID will be allocated to the Contact and the lower section of the details page will display. From here you can view and edit any of the Companies, Projects, Quotes, or Leads that the contact is attached to.

Alternatively, you can create a new contact record without link it to a Company record:

1. In the Main Menu, click the green + icon next to Contact
2. The new Contact page will open
3. Complete the required fields
4. Click Save

With this method, you will need to link the Contact to a Company record separately