Adding Contacts

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Adding a Contact via the Add Contact Form

1. From the main menu, select Contacts and then click Add Contact to open the Add Contact form.
   
   
2. In the Name Details segment, open the Contact Type drop-down list by clicking on the Select from/Modify List link and select as many types that apply. Click the Donebutton to add the contact types to the contact record.

   

   Click the Addlink to add another contact type selection to the drop-down list.

   Note: Assign at least one Contact Type whenever possible. This allows you to perform searches to generate lists of specific contact types for targeted and personalized marketing messages.

3. Add the contact name in one of two ways:
   • Type the full name in the Name field. 8i automatically divides the name into title, first and last name, etc.
   • Click the Name details link to enter the title, first and last name in separate fields. Click the Done button to save the contact name.
4. Complete the rest of the Name Details fields.
5. In the Contact Info segment, include a way to get in touch with the contact. Click the Add Additional Contact Method link to add as many contact methods as you like.
6. In the Primary Propertysegment, add the contact’s primary property details.

   Tip: You can use your keyboard to move through fields by pressing the Tab key; you can also use it to make a selection from a drop-down list. For example, from the Street Name field tab into the Street Type drop-down and type “L”. The field will show “Lane”. If you type “L” again the selection changes to “Loop”.

7. From the Contact Management section, you can select and apply an action plan, or add any additional notes.
8. Click the Add Contact button to save your contact. If you have more contact details to add, click the Save & Add More Details button to save the contact information and open the Contact Details form. The Save & Add Another button allows you to save the current contact and open another Add Contact form.

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