Add a new contact
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The video guide may take 5-10 seconds to load. If you are unable to view the video please refer to the text guide below or contact our support team.To Add a new Contact:
- Click 'CONTACTS Manager' on the left nav bar.
- Click 'New Contact', a new pop-up window will open.
- Use the drop-down box next to 'Select a Company' to choose a company to associate the new contact to, it is also possible to select 'No Company'. If the company does not exist click 'New Company' to add it, refer to this article for more details on adding a company.
- Use the radio button to select whether this contact is the 'Main contact' for their company.
- Use the drop-down boxes to select the 'Category', for details on adding a new category refer to this article.
- Use the drop-down boxes to select the 'Contact Type' from 'Client', 'Contractor', 'Other' or 'Staff'. Note that using both 'Staff' and the 'Allow Log-in' feature will use a license. Refer to this article for more details on how to add licenses if you are unable to add more staff users.
- Use the text boxes to enter contact information, 'First Name' and 'Last Name' are mandatory fields, all other fields are optional.
- Use the radio button to choose whether to 'Show Drinks', this is linked to the 'Drink List' feature in the Contacts Page, refer to this article for more information.
- Use the drop-down boxes to select drink preferences.
- Use the radio button to choose whether to 'Allow Log-in' to ProWorkflow for the new contact.
- Use the text fields to enter a 'Log-In Name' and 'Password'.
- Click 'SAVE'.
- If 'Allow Log-in' was set to yes then a new window will open where user permissions can be edited. Refer to this article for more information on permissions.
