Create Contact

Create New Contact

1. Click the button.

2. You will see four tabs: General, Address, Ports, and Tags.

3. Fill in the details in each tab according to the tables below.

General:

Field	Description
Contact Type	Type of contact (e.g., customer, supplier, partner).
Account Value	Value associated with the contact’s account.
Title	Contact's title (e.g., Mr., Ms., Dr.).
Legal Name	Legal name of the contact (if applicable).
Display Name	Name displayed in the system for the contact.
Source	Source of the contact (e.g., referral, website, event).
Employee Details	+Add Employee
Referred By	Name of the person who referred the contact (if applicable).
Relationship Manager	Contact's relationship manager or assigned representative.
Email Address	Email address of the contact.
Phone Number	Contact's primary phone number.
Description	Additional notes or description about the contact.

Address:

Field	Description
Country	Country where the contact is located.
Address 1	Primary address line of the contact.
Address 2	Secondary address line of the contact (if applicable).
City	City where the contact is located.
State/Province	State or province where the contact is located.
Zip	Postal code or ZIP code of the contact's address.
Location Type	Type of location (e.g., office, home).

Ports:

Field	Description
Airports	Airports associated with the contact (if applicable).
Ocean Ports	Ocean ports associated with the contact (if applicable).

Tags:

Field	Description
+Add Tags	Tags to categorize and label the contact for easier search and filtering.

1. Once done, Click Save button.

For detailed instructions, refer to the Create Contact section.