Add a New Contact Record

Use the Contact Info Center to create new contact records. Each contact record must have a unique identifier.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new contact record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Contacts.
2. Click New and select New Contact to open a new contact record.
3. Enter a unique identifier and specify the remaining contact information on the tabs of the Contact Info Center form.
4. Click Save.