Add a contact (new contact dialog)

When adding or editing a new client or prospect, you can add a new  contact A contact is a person within a client (or prospect) organisation that staff in your organisation may deal with.  for that client/prospect.

1. On the client details screen, do one of the following:
   • on the help panel (displayed after adding a client/prospect), select Add a Contact, or
   • in the Contacts section of the screen, select + Add Contact.
2. In the New Contact dialog, enter the information about the contact. For more information about the fields, open the data fields reference section below.
   • data fields reference

     Field	Description
     Name	The full name of this contact person. For example: Catrina Foster
     Position	Job role or position: Accounts Manager
     Set as primary contact	The primary contact is effectively the default contact for the client. Whenever WorkflowMax needs to use the client and contact field, it will select this contact, as opposed to any additional (non-primary) contacts. The primary contact appears first in the list of contact on the client details screen.
     Salutation	The name to follow 'Dear' at the start of a letter: Catrina
     Addressee	The formal name used in templates for documents such as invoices: Ms C Foster
     Phone Number	Contact phone number including area code: [phone]
     Mobile	Mobile number: [phone]
     Email Address	Contact email address: [e-mail]
     + Upload Picture	Allows you to upload a picture of the contact person. Maximum file size 2MB in png, jpg, gif or bmp format.

3. Save your changes.