Add a New Contact through the Contact Manager

This information outlines the process for adding a new contact.  Note that if you are adding a new individual, this can also be done through a Program or Residence page.

1. Go to the Contact Manager.

2. On the QuickStart Menu, click Contacts just under Search/Create.

3. To confirm that the contact does not already exist, type the name into the Search box and click Go.

4. If the contact you searched for does not appear, click create a new contact.  This will launch a New Contact Wizard that will guide you through the steps of the contact creation process.

5. The wizard will take you through the steps of choosing the type of contact to create, creating a new record in the People list, and then creating a new profile in the Profiles list. Every contact requires both. All contacts, including supported individuals, will only have one People record. Contacts may have multiple profile types but only one profile for each profile type.

See Contact Management - Profiles v.3.5 & 3.7

Create a New User from the Contact Manager 

1. Click on Contact Manager on the QuickStart menu.
2. On the QuickStart menu, click User Profiles just under Search/Create.
3. To confirm that the user does not already exist, type the name into the Search box and click Go.
4. If the contact you searched for does not appear, click create a new user.  This will take you to the Create New User page, which describes the steps for user and password creation.
5. Input the employee name, user name, email and password, and click Create User Account.  This will take you to the Profiles - Users: New Item page.
6. Input various pieces of information as you require.  Note that all of the fields on this page are optional by default.  Once you have completed the Profiles - Users: New Item, click Okay. This will take you to the Add Users to Groups page
7. Depending on the user's role in your organization, you'll select which group(s) you need to add this user to.  By default, make sure to add every user to the Staff group.  Once you've added the user to the appropriate group(s), click Done.