Add/Edit Contact Form

Use the Add Contact form to add a record for a new contact for a client, vendor, subconsultant, or government agency. Use the Edit Contact form to make changes or additions to information for existing contacts. The two forms contain the same sets of fields.

Contacts added in Ajera CRM are also automatically available for review and editing in iAccess.

When you add a new contact using the Add Contact form, you are automatically added as a team member on the Team tab for that contact. However, you will need to go to the Team tab to describe your relationship to the contact. (If you run an import process that adds new contacts, you are not automatically added as a team member for those contacts.)

Location: Add Contact Form

To display the Add Contact form, complete the following steps:

1. Click to go to the Contacts area.
2. Click + Add Contact next to the contact search field.

   This option is only available if you have the access rights that are required to add contacts.

Location: Edit Contact Form

To display the Edit Contact form, complete the following steps:

1. Click to go to the Contacts area.
2. Use the search field immediately above the contact name to select the contact that you want to edit.
3. Click on the Contacts toolbar.

Contents

Field	Description
	Click this icon on the toolbar to save your entries and close the form.
	Click this icon on the toolbar to discard your unsaved entries and close the form.
Delete Contact	To delete a previously saved contact, display it on the Edit Contact form and click Delete Contact in the upper-right corner of the form. This option is only available on the Edit Contact form. If you are adding a contact and want to discard all of your entries for the contact without saving them, click on the Add Contact toolbar.

Details

Field	Description
FIRST NAME	Enter the contact's first name.
MIDDLE NAME	Enter the contact's middle name or initial.
LAST NAME	Enter the contact's last name. If the employee's name has a suffix (Jr., for example), enter it as part of the last name. When you move the focus from this field, iAccess compares the contact's name to existing contact names. If it detects possible matches, it displays a list of those contacts so you can determine if you are adding a duplicate record. If you are still not sure, you can click a contact in the list to display the full contact record on a separate browser tab.
PREFERRED NAME	Enter the name that the contact prefers to be addressed by. If you enter a preferred name, the name that displays elsewhere in iAccess (in contact lookup lists, for example) is the preferred name and last name.
TITLE	Click in this field to select the employee's job title. If none of the standard titles apply, you can enter a title that is not on the list. If you enter a title not on the list, however, be aware that your entry is not automatically added to the standard list of titles. If you think it should be on the list, ask your system administrator to add it.
DESCRIPTION	Enter a description of the contact, or any other additional information. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment Formatting styles Paragraph formats Font type and size Text color and background color Past as plain text
STATUS	Click in this field and select the contact's status: Active, Inactive, or Terminated. A contact with the Inactive or Terminated status does not appear in contact lookup lists, but that person's historical links to opportunities, those links created prior to his or her inactivation or termination, remain.
SOURCE	Click in this field and select the source of the contact, that is, where or how your firm first encountered the contact (for example, Client Reference). If none of the standard sources apply, you can enter a source that is not on the list. If you enter a source not on the list, however, be aware that your entry is not automatically added to the standard list of sources. If you think it should be on the list, ask your system administrator to add it.
COMPANY	Select the company with which the contact is associated. Type one or more characters from the company name to select from a list of companies whose names contain those characters. Click to select from the full list of companies. If the company has not yet been added in iAccess, you can click at the bottom of the selection list to display the Add Company form and add the company.
LOCATION	Click at the end of the field, and select the company location with which the contact is associated. Before you can select a location, you must select a company in .
COMPANY ADDRESS, CITY, STATE/PROVINCE,...	These fields display the address and related information for the company location you select in LOCATION.
Mailing Address	If the address under is the contact's mailing address, select the Mailing Address check box next to the company address.

Contact Information

Field	Description
OTHER ADDRESS	If the contact has another address in addition to the company address, enter the street address or other address information. Click + Add Address Line below the field if you need an additional address field.
Mailing Address	If the address in OTHER ADDRESS is the contact's mailing address, select the Mailing Address check box next to that address.
CITY	Enter the city for the contact's other address.
STATE/PROVINCE	Select the state or province for the contact's other address. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the contact's other address.
COUNTRY	Select the country for the contact's other address. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
PHONE	Enter the contact's work phone number.
MOBILE PHONE	Enter the contact's mobile phone number.
HOME PHONE	Enter the contact's home phone number.
EMAIL	Enter the contact's email address. Entries must have at least three components in this format: <user or account name>@<domain name>.<top level domain>. When you move the focus from this field, iAccess compares the contact's email address to existing contact email addresses. If it detects possible matches, it displays a list of those contacts so you can determine if you are adding a duplicate record. If you are still not sure, you can click a contact in the list to display the full contact record on a separate browser tab.

More Information

If your firm adds custom grids or fields (grids or fields that are not in the standard version of iAccess) to the Overview tab in the Contacts area, those grids and fields display under More Information. As with standard grids and fields, you must make entries in any required columns or fields.