MRSweb - Lesson 4.3 - Create a New Contact

Lesson 4

Chapter 3 - Create a New Contact 

Here's how to add a new company or individual:

i - As in the MRSware desktop client there is more than 1 way to add a new company or individual

Desktop Options

In the examples shown, we will add new individuals.

There are 2 different types of new individuals:
1 - a new individual at an existing company
2 - a new individual not associated with an existing company 

In Option 1 we will add a new individual to an existing company.

Option 1:
1. Click or tap "Contacts -> Companies" from either the Menu bar or "Companies" from the Menu list

2. Scroll to select or Search for a company in your database 
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3. Click or tap the selected company to open a Review Company form 
​4. Click or tap the "Individuals" tab 
5. Click or tap "New Individuals" 
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6. Fill out the "New Individuals" form

* Note there are 2 tabs:
- General - the form opens in the General tab; this page contains the basic information about the person
- Categories - displays attributes assigned by you to aid in keyword searches 

7.  Click or tap the "Categories" tab to select

8.  When the form is complete, click or tap "Save"
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Once saved, the Review Individual record opens.

​* Note there are now 4 tabs :
- General - the form opens in the General tab; this page contains the basic information about the person
- Categories - displays attributes assigned by you to aid in keyword searches 
- Additional - displays extra information that doesn't fit elsewhere
- Activity - displays all touchpoints with the person

9. Click or tap the other tabs to add more information.

There is also a Notes field where you can add important information about the person.

10. When the record is complete, click or tap "Save".


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In Options 2 & 3 we will add a new individual, not associated with an existing company.

​Option 2:

​1. Click or tap "Contacts -> Individuals" on the Menu bar, or "Individuals" from the Menu list

2. Click or tap the large "+" icon in the lower right corner of the page (screenshot below)
3. Fill out the "New Individuals" form.
4. Click or tap on each tab to add more information.
​5. When the form is complete, click or tap "Save".
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​Option 3:
​1. Click or tap "Contacts -> Individuals" on the Menu bar, or "Individuals" from the Menu list
2. Click or tap the "3 dots" icon on the Menu bar
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3. Click or tap "New Individuals" on the slidebar
4. Fill out the "New Individuals" form.
5. Click or tap on each tab to add more information.
​6. When the form is complete, click or tap "Save".
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Mobile Options:
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Option 1:

​1. From the Home page, tap "Contacts -> Individuals"
(screenshot on the left)
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OR

1. From the Tab bar (bottom of the page, tap the "Individuals" icon.
(screenshot on the right)

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2. Tap the "Plus" icon (lower right corner) to open the New Individuals form.


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3. Fill out the form.

4. When complete, tap the "checkmark" icon (top menu bar) to Save.

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Option 2:

To add more than 1 individual or multiple branches of a company:

1. Complete the New Individual form

2. Tap the "3 dots" icon (top menu bar)
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​A slidebar opens

3. Tap "Save and New"

This will save the current contact and open a New Individuals form

4. Fill out the new form

Repeat steps 2 and 3 to continue to add new individuals

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​When finished 

5. Tap the "checkmark" to save the new contact  
(screenshot on the left)
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Or

5. Tap "Save" on the slidebar menu
(screenshot on the right)
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​Option 3:

To add a new contact from a Review Individual form:


1. Tap on the "3 dots" icon (top menu bar) on the "Review Company" record

A slidebar opens

2. Tap "New Individuals"

3. Fill out the form

When finished

4. Tap the "checkmark" icon to Save
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