4.4 How to Create Contacts?

Contact can be created in TDS CRM via two methods:

  • Manual creation (Entering data in contact creation form)
  • Importing contacts from external applications

In TDS CRM, there are multiple methods of creating contacts manually. To create contact manually:

  • Enter the data in contact creation form: Go to Home > Contacts. Click the New icon from the toolbar. It will display the Create New Contact form. Provide the required details and click Save to save the contact.
  • Duplicate the contact (make changes in existing contact): Go to Home > Contacts. Select the contact which has properties similar with the contact to be created. It will take you to the detailed contact view. Press the Duplicate button. Modify the necessary details and Click the Save button to save the changes.
  • Use Quick Create Component: Sign-in to the TDS CRM. Find the Quick Create drop-down box on top left of the window. Select New Contact from the drop-down menu. Provide the information about Parent Type, Last Name, Office Phone, Assigned To, First Name, Account and Email. The fields of Last Name and Assigned To are mandatory; the rest can be filled if information is available. Entering data in contact creation form is quite simple. Almost all the fields are self explanatory. Some of the fields that need little explanation are described below.
  • Email Opt-Out: If the option of email opt-out is checked, then the contact will not receive emails regarding alerts or notifications which are normally sent automatically by the CRM. You will also not find these contacts in mass mailing lists.
  • Reports to: If the contact has been entered already, then mention the name of supervisor.
  • Do not call: This option should be checked if the contact doesn’t want to receive calls.
  • Reference: This field is used to indicate if the contact is willing to be used as a reference for the business with other clients.
  • Notify Owner: If the option of Notify Owner is checked, then every time there is any change in data about the contact, an automatic email will be sent to the owner of the contact.
  • Portal user: This option should be checked if the customer is granted access to use the customer portal for reporting trouble tickets or view FAQs information in CRM.