Create Contact Screen

Creating a New Contact

The Create Contact screen allows you to add new contacts to your contact list with more complete details than the quick add section that appears on every page within the Contact section of Opentaps. Enter the appropriate contact details into the following fields:

• First Name/Last Name
• First Name (Local) / Last Name (Local) - The Local contact name is...
• Salutation
• Birth Date - You can enter the birth date manually or you can use the lookup widget to select the date from a calendar.
• Title
• Department
• Preferred Currency -
• Initial Account
• Description
• Important Note

The Create Contact screen also allows you to enter the relevant phone, email, and primary address information.