Create a New Contact Record on the Contacts Tab

When you create a client record or vendor record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Contacts tab.

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 create a new contact record on the Contacts tab, complete the following steps:

1. On the Contacts tab of the Client Info Center form or the Vendor Info Center form, click New. Ajera CRM opens a blank contact record in a separate browser window.
2. Enter contact information and specify a unique identifier for the new record.
3. Click Save to save the new record. Ajera CRM closes the separate browser window, creates a new contact record, and adds the contact's name and related information to the Contacts tab.
4. Click Save to save your entries on the Contacts tab.

Postrequisite: After you create the new record, you must use the Contact Info Center to modify it.