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How do I create a contact?

Follow the simple steps below to create a contact:

1. On the menu bar click on Admin then Manage contacts, or from the Dashboard click on the Manage contacts tile.

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2. On the right hand side, click on +New contact.

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3. All accounts will be selected/checked by default:

  • To add the contact on all of the accounts, leave all accounts selected, scroll down, enter all “core” contact information, then click Add new contact.

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  • To add the contact on specific accounts only, exclude the irrelevant accounts by clicking on the tick boxes to deselect them.

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4. The new contact is created and will be visible from the list if you click back to Contacts.

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Note: any contacts who have access to CSR Connect will have the Connect logo shown on their contact icon.

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