Add a New Contact

Use the Contacts plugin to enter and maintain contact details for external recipients.

Note: Internal contacts are updated in the Admin area.

To add a new contact

1. In the PlugIns section of the control panel menu, click Contacts.
   
   
   
   
2. Click the Accounts tab.
3. On the Accounts page, click + New. 
   
   

4. On the Basic Information page, complete the fields, and then click Next.

   Field	Description	Valid Values or Example
   Email	Email address	John.Smith@email.com
   First Name	Given name	John
   Last Name	Family name	Smith
   System Role	Access to features and functions.	Regular User Client Admin
   Status	The contact’s status.	Active Inactive Closed Deleted

5. On the Personal Information page, enter the contact’s address, and then click Next.
   • As you enter information, the system provides possible address combinations.

6. On the Contact Information page, complete the fields, and then click Submit. The contact is added to the Accounts page and the accounts panel displays a summary of the details.
   
   

   Field	Description	Valid Values or Example
   Login Email	Email address from the Basic Information page. Note: This field is automatically completed and cannot be modified on this page.	N/A
   Additional Contact Emails	Alternate email address. Click + Add Email to add email addresses.	JSmith@email.com
   Contact Phone Numbers	Phone number for the contact. Must be a valid phone number. Click + Add Phone Number to add phone numbers. Select the type of communication that can be sent using each number.	(949) 699 2300 978-977-2345 +1 (408) 325-2200 +44 1865 380990
   Emergency Contact Name	First name and last name.	Mary Smith
   Emergency Contact Relationship	Relationship to the contact.	Spouse Co-worker Relative Friend Other

7. Click Submit.  The contact is added to the Accounts page.