Create a Contact

Managing and tracking client contacts is crucial for ensuring effective communication and fostering strong relationships. A contact typically refers to a client representative with whom you can engage in communication or interaction within the platform to discuss the requirements or needs of the client.

To create a Contact, follow these steps:

Navigate to the main navigation header bar and click on Contacts.
Click on the (+) Add Contact button.

Contacts - Add Contacts

Enter the details and click Save.

A contact owner typically refers to an internal staff member who holds full authority over client contacts, overseeing all interactions and engagements within the platform.

Fields when adding a contact:

Field	Description
Organisation*	Represents the associated company/entity. Auto-selected based on last login; selectable if multiple organisations are available (you have access to).
Title*	Select the contact’s title (mandatory). XR System- defined values.
First Name*	Enter the contact’s first name (mandatory).
Last Name	Enter the contact’s last name.
Position	Enter the contact’s job position/designation.
Gender	Select the contact’s gender. XR System- defined values.
Contact Address	Enter the contact’s address details.
Email	Enter the contact’s email address. Must be unique; used to avoid duplicates.
Phone	Enter the contact’s phone number. Country code defaults to +61 (Australia). As set under the System Settings → Internationalisation .
Contact Owner	Employee responsible for managing the contact and handling all interactions.
Contact Related To	Defines whether the contact is related to a Client or a Lead.
Status*	Indicates the current status of the contact (e.g., Active) (mandatory). Values coming from the Status Master.

Contacts - Add Contacts

The created Contact will appear in the list.

Contact - Added

Similarly, to add a contact from the Quick add Contact panel, follow these steps:

Navigate to the main navigation header bar and click on the Quick add Contact (+) on the top left side.
Select Contact and follow the steps outlined above to create a new contact.

Quick add Contact - Add Contact

Similarly, you can even create contacts from the Client Summary page>Contacts> Create Contact (+).