Manually Create a New Contact - Aidium

Adding a quick Contact is easy with a few clicks and some basic contact information. Adding a Contact record for every person you meet, business or potential client, is highly suggested.

⚠️  First Name, Last Names, and either a Phone Number or Email address are required to add a new Contact

Adding new Contact

  1. Click, 'Contact' on the far left in main menu group.

  2. Click, ‘Add Contacts’ button (in blue), located in the upper-right of the screen.

  3. A quick-Contact creation slide-out will appear on the right side of the screen.

  4. Begin adding the appropriate and available contact information. When completed, click the ‘Save’ button (in blue), at bottom-right.

  5. When completed and saved, you will return to the Contacts module in list view.

📽️  For a video walk-through of viewing and editing a contact, click here

⚠️  Contact Status will display different options based on your company's available options.

 👍 This concludes adding a new contact manually.