Add New Person as Current Contact

Current Contacts are employees of the Company that do not have End Dates in their Employment records. Usually the position status is set to 'Primary'.

To Add a New Current Contact:

1.Open the Companies > Contacts > Current Contacts tab.

2.Click the Add New Person as Current Contact icon.

3.Enter mandatory LastName, FirstName and Job Title.

4.Enter optional Department and Role code.

5.Enter optional phone numbers and email address.

6.Enter or select an optional address.

7.Click Save.