Adding Contacts
You can easily add a new Contact to your Contacts by using the Search function. Click on the magnifying glass symbol to search Contacts in the configured Contact Sources.
Use Contact search settings for filtering.
Start typing information which identifies the Contact you are looking for.
Use the checkbox [✔] to select a Contact you want to add and click on the Add Selected button. Using this method you can add a group of contacts as well. Another way is to use Actions︙ near a contact and click on Add to Contacts action. Once added, you will see the new contact in your Contact list.
In a situation when you want to add somebody to the Contact List when there is no match within the Search in your Contact Sources, you can create a Contact by using the New Contact Form. Click on the New Contact button in the Contact List to open the form.
Add the desired Contact information.
Press Save to add the Contact.
Once added, you will see the Contact in Contact List.
Last modified 4yr ago