Creating new contacts in your system is the first step to tracking their data and services. Contacts can be individuals or groups, and in this case we are creating a new individual person Contact. Let's get started!
Click on the green Create button at the top middle of your browser, and from the drop-down menu choose either Basic Contact or one of the more specific Contact Types.
Note: You can always change a Basic Contact to another Contact Type later. If the Contact Type you want does not exist, ask your administrator to create it for you. Learn more about Contact Types here.
On the next screen, input the contact's name. Notice that when entering a first, last or middle name, your system will suggest possible matches, to help avoid duplicates.
If you think one of the the suggested matches is the person you want to create, hover over their name and it will give you extra details to help confirm if it is them or not. If it is them, simply select their name and it will take you to their page, otherwise continue creating the new person!
Fill out the new contact's information; questions can vary depending on the type of contact you are creating.
Pro tip: when filling out an address field, enter the zip-code first and it will auto-populate the city and state!
At the bottom of the page, you can Enroll your new contact in one or more Programs and Assign staff members to them. If the program(s) you are enrolling the contact into have Program Categories you will be prompted to select those as well.
When you’re ready to save, click the blue Save button at the bottom. If you want to discard the contact, click cancel. After Saving, the contact's dashboard will appear and your person is ready to go!