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.
2. On the right hand side, click on +New contact.
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.
- To add the contact on specific accounts only, exclude the irrelevant accounts by clicking on the tick boxes to deselect them.
4. The new contact is created and will be visible from the list if you click back to Contacts.
Note: any contacts who have access to CSR Connect will have the Connect logo shown on their contact icon.