How to Create a Contact

With ConvallisCRM loaded click the button labelled Create a new Contact.

This will display the edit contact details dialogue with blank entries, ready for you to enter the contact's name, address, phone, email address etc. When the details have been entered you can click the button labelled Save which will initiate saving the contact data to the database. Before saving to the database it will ensure that a few rules have been met, these are that a surname has been supplied, and that a post code and the first line of the address are present. If an email address is supplied it will also check that this is valid. If the data passes these checks it will be saved to the database and can then be found using the contact search facility in the main application window.

If your contact has opted in to receive email marketing messages, ensure that the Receive Emails box is checked. Similarly if you would like your contact to receive mailings or text messages ensure that those boxes are checked.

You can also assign the contact to one or more categories by clicking the tab labelled Categories. This displays a list of categories that have been entered into the system, each with a check box which can be ticked to associate that category with the contact. In a similar fashion you can also add the contact to one or more mailing lists by clicking the tab labelled Mailing Lists.

You can assign a CRM user to a contact by selecting them from the Account Manager list.

Example of the create/edit contact details form: