Creating a Contact

Create a new contact by navigating to Contact in the top toolbar:

Select the drop down arrow to create a new contact:

Complete the details of your client: 

When entering the birthdate, start by selecting the year, month and day:

The birthdate can be overridden by clicking into the field:

Complete address details by clicking ‘Search Address’:

As you enter the details, it will narrow down the search results. Select the correct address from the drop down and the relevant fields with be populated:

Once complete, if you are only adding the one contact click ‘Save’. 

If you need to add further contacts, click ‘Save& New’ (This will save the current contact and will open a new record to complete).

Once saved, you will be taken to the new contact record: