Information required for saving contact in ContactManager

In the default PolicyCenter user interface, you must enter name and primary address when entering a contact. If you modify this behavior, be aware that ContactManager requires certain minimum information to create a contact that is a person or a company.

ContactManager requires the following fields for a contact that is a person:

• Last Name
• A primary address with the following fields:
  • Address Line 1
  • City
  • State
  • ZIP Code
  • Address Type

ContactManager requires the following fields for a contact that is a company:

• Name of company
• Tax ID or primary address as described above

See also

• Contact minimum creation requirements
• Configure the TaxID contact creation requirement