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Creating a contact

Creating a contact

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When adding a contact to the database, you can follow the steps below.


PLEASE NOTE:

IN THE INTERIM, CONTACTS THAT REQUIRE AIA.ORG LOGINS WILL ALSO HAVE TO BE CREATED IN NETFORUM AS A TEMPORARY WORKAROUND.

ONCE THE CONTACT IS CREATED IN FONTEVA AND IN NETFORUM, THEY WILL HAVE TO BE LINKED IN THE FONTEVA CONTACT.

PLEASE REFERENCE HERE HOW TO CREATE CONTACTS IN THE INTERIM.


To create a new contact:

  1. From the Home Screen, click on the Contacts tab or launch Contacts from the App Launcher.

       2. On the Contacts screen, click New to add a contact record.  

This will open a pop-up window for adding the details of the contact.

    

       3. Complete all relevant sections.  Note: the asterisk ("*") indicates required fields (i.e. Last Name).

       4. Once complete, click Save.

VIDEO TUTORIAL: Creating a Contact






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