This article describes setting up a new Contact in Insight
Setting up a New Contact
- Search for the contact to ensure it has not already been set up on the system using the Look up
- Select Contacts in the Maintenance section of the Tollbar
- Click Add Person or Add Organisation
- Add in the General details starting from Title, the Name will generate from the other details
- In Addresses right click and Add to add an address
- Choose the type of address
- Enter the address details manually or using the lookup function
**You can enter more addresses by right clicking and ‘Add’ again, choosing an address type, and entering the alternative address details.**
- In the Contacts section, expand the side bar if needed.
- Click the drop down to choose between Contact, Client or Staff
- Type in the box below to populate the contact list and select, you can select multiple
- To add communication methods, right click in the body of the communication methods section and ‘Add’
**You can add various types of communication, email, work phone number, mobile number etc. You can also tick which communication method is the default. **
- You can also select the type of contact you are setting up in the Types section, right click and ‘Add’, and from the dropdown menu, choose which type of contact this is
**You can add more Contact Types to your database in System > Settings > Contacts**
- Click Save on the top left hand side of the screen