Creating a new contact in Synaptic Comparator

To create a new contact in Synaptic Comparator, click on the Contacts button in the left hand menu:


You will then be presented with the Contacts screen:


Click the new button:



The contact details (titled Personal) will then go blank except for the title field:




Complete the input fields as per the labels to the left hand side. Fields marked with a * are mandatory fields and must be entered before you can save a contact.

Please be aware that the service offering field directly relates to the adviser charges you have set per service offering. For more information on how to check / set the adviser charges, please see the related article.

When you have finished adding the contact details, you can click save to create the new contact, or cancel if you've decided not to keep the information entered



To setup the Assets Under Administration for your client, please see the related article.