crm3

Selecting Add New beneath the Contacts tab displays the Contact Editor in a blank state, as shown in the following illustration. Follow the steps below to use this screen to add additional individual Contacts to CRM3®.

1. Enter the new Contact’s first Name in the First Name text field.
2. Enter the new Contact’s middle name, if available, in the Middle Name text field.
3. Enter the new Contact’s last name in the Last Name text field.
4. Enter the new Contact’s name suffix (i.e., Junior, III, etc.) in the Name Suffix text field.
5. Enter the new Contact’s SIN/SSN number in the SIN/SSN text field. SIN is the Canadian equivalent of SSN. SIN is the Canadian equivalent of SSN.
6. Select the new Contact’s gender from the Gender list.
7. Use the Calendar icon to enter the new Contact’s birth date in the Date of Birth text field, if available.

In the Phone Numbers portion of the screen:

8. Enter a phone number for the new Contact in the Phone Number text field and indicate whether the number entered is the Primary, Work, Mobile, Home, Fax, Pager or Other number for the Contact by making a selection from the Phone Number Type list, then click Add to add that number. Repeat the process for as many numbers that you have that can be associated with the Contact.

In the Email Addresses portion of the screen:

9. Enter an Email Address for the new Contact and indicate the Email Address Type by making a selection from the Email Address Type list. Available options are Primary, Home, Work or Other.

In the Mailing Addresses portion of the screen:

10. Select the Mailing Address Type from the Address Type list. Available options are Primary, Billing, Shipping, Other or Work.
11. Enter the street address for the new Contact in the Street Address 1 text field.
12. Enter the second part of the street address for the new Contact in the Street Address 2 text field, if necessary.
13. Enter the third part of the street address for the new Contact in the Street Address 3 text field, if necessary.
14. Enter the new Contact’s city location in the City text field.
15. Enter the new Contact’s state or province location in the State/Province text field.
16. Enter the new Contact’s country location in the Country text field.
17. Enter the new Contact’s zip or postal code information in the Zip/Postal Code text field.
18. Select the project(s) with which to associate the new Contact from the Projects list.
19. Enter the name of the company with which the new Contact is associated in the Company text field.
20. Enter the job title held by the new Contact in the Job Title text field.
21. Enter the URL for the website with which the new Contact is associated in the Website text field, if available.
22. Indicate a category for the new Contact by making a selection from the Category list. Available options are Contact Import, None or Website.
23. Select Custom CSV as the sub-category within the Sub-Category list.
24. Indicate the time that the new Contact was imported by making a selection from the Source list.
25. Make a selection from the Call to Action list. Call to Action is how the potential customer contacted your Company.
26. Select a Rank for the new Contact from the Rank list. See the Administrationsection of the document for details on the abbreviations in this list.
27. Add any notes to associate with the new Contact in the Notes text box.
28. Click Save to save the new Contact to the system. The Contact is saved to the system and their Contact Card is displayed on the menu bar as shown in the following illustration.