Create a new contact

Procedure

  1. Select Contact > New Contact and choose either New Company or New Person. The New Contact screen displays different fields depending upon whether the contact is a person or a company.
  2. Add the primary address on the Contact Detail tab. On the Addresses tab, enter additional addresses, set the primary address, or remove addresses.
  3. If Check for Duplicates appears, click this button to verify that the contact does not already exist in the contact management system.
    The Check for Duplicates button appears if the following are true:
    • You are adding a new contact.
    • You are connected through a plugin that supports checking for duplicates. In the default configuration, the ContactSystemPlugin interface support this.
    • The current contact is not linked to a contact in the contact management system. A contact is linked to a contact in the contact management system if both contacts have the same AddressBookUID.

    If PolicyCenter finds duplicate contacts, you can Select one. The selected contact replaces the new contact. Any contact information for the new contact is overwritten. Alternately, you may decide that this is not a duplicate, and click Return to New Contact.

  4. Click Update or Cancel.

    If you did not click Check for Duplicates, PolicyCenter checks for duplicates when you click Update to create the new contact. PolicyCenter displays the duplicate contacts.

    If you click Update, PolicyCenter displays the Contact File Details screen for the new contact.

    If you click Cancel, PolicyCenter discards the changes and displays the Search Contacts screen.

What to do next

See also