You can create a contact in one of many ways:
•Using a wizard—Your system administrator may provide one or more wizards to help you create new contacts using a guided, step-by-step process. If you click New and a wizard opens, complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the list view.
Your company may only allow you to create a contact using a wizard, so the option to create a contact manually may not be available.
•Copying an existing contact—TeamConnect allows you to create a contact by copying an existing contact, which is useful if you have contact records that may have different names, but similar properties. See Copying a Record and Duplicate Contacts for more information.
•Entering new contact information from the General page—If you click New and the General page opens, enter contact record information, as shown in the following procedure.
Once you create a contact, with the appropriate rights, you can edit the information in the contact record. See Editing a Record for more information.
Note: Before you create a new contact, it is recommended that you perform a search to avoid creating duplicate contact records. See Searching for Specific Records.
The tables below contain the default fields for both person and company contacts. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.
