Adding a Contact

1. Navigate to the CRM from the main menu.
2. Select Contacts.
3. Select ADD CONTACT.
4. Fill out the forms on the following tabs:
   • Details
   • Addresses
   • Documents
   • Profiles
   • Custom Fields
   • Alerts
   • Personal Info
     
   The input requirements and descriptions for each tab are discussed in a corresponding section in this article.
5. Select ADD CONTACT.

Details

Use this tab to provide the general information for the contact you are adding to the CRM. Refer to the table below for input requirements and descriptions:

Input Label	Type	Required	Description
First Name	Text Field	No	Contact's first name.
Last Name	Text Field	No	Contact's last name.
Prefix	Dropdown Field	No	Contact's prefix. Options include the following: -- Assoc. Prof. Baron Baroness Br. Commander Commodore Dame Deacon Dr. Her Excellency His Excellency Lady Lord Miss Mons. Mother Mr. Mrs. Ms. Prof. Rev. Rev. Mgr. Rev. Mr. Sir South Sr. Subdeacon The Hon The Rt Hon Very Rev.
Gender	Radio Button Group	No	Gender of the contact. Options include the following: Male Female Other Not Supplied
Nationality	Dropdown Field	No	Nationality of the contact. Options consist of the country of their citizenship, such as: Australia United Kingdom United States Philippines Singapore Malaysia
Date of Birth	Date Field	No	Contact's date of birth.
Email	Text Field	Yes	Contact's primary email address.
Email 2	Text Field	No	Contact's secondary email address.
Company	Dropdown Field	No	Company that the contact is associated with. The available values in the dropdown field come from the list of companies in CRM.
Job Title	Text Field	No	Job title of the contact.
Contact Category	Dropdown Field	No	Category that the contact belongs to. Options are managed in CRM system fields.
Contact Type	Dropdown Field	No	Type of contact. Options are managed using the CRM system fields.
Lead Source	Dropdown Field	No	Origin or method through which the contact learned about your organization. Options are managed using the CRM system fields.
Assigned To	Dropdown Field	No	The administrator that the contact is assigned to.
Owner Company	Dropdown Field	No	Company that owns this contact. This feature allows you to assign ownership of contacts, accommodating multi-level CRM requirements. For instance, if you have a portal for your franchises, each franchisee can maintain their individual CRM, while the Head Office has visibility into all franchisee CRMs within the project. This setup enables you to determine who owns each contact.
Owner Contact	Dropdown Field	No	Contact that owns this contact in a multi-level CRM setting (see the description for' Owner Company' above for more details).
Stripe ID	Text Field	No	The contact's Stripe ID
Work Phone (Country Code)	Dropdown Field	No	Country code of the contact's work phone number.
Work Phone	Phone Field	No	Contact's work phone number.
Home Phone (Country Code)	Dropdown Field	No	Country code of the contact's home phone number.
Home Phone	Phone Field	No	Contact's home phone number.
Mobile Phone (Country Code)	Dropdown Field	No	Country code of the contact's mobile phone number.
Mobile Phone	Phone Field	No	Contact's mobile phone number.
Facebook	Text Field	No	Link to the contact's Facebook profile or page.
X	Text Field	No	Link to the contact's X account.
YouTube	Text Field	No	Link to the contact's YouTube channel.
Linkedin	Text Field	No	Link to the contact's LinkedIn page.
Instagram	Text Field	No	Link to the contact's Instagram profile.
Snapchat	Text Field	No	Link to the contact's Snapchat.
Social 1	Text Field	No	Link to another social media account used by the contact.
Social 2	Text Field	No	Link to another social media account used by the contact.
Notes	Text Area	No	Notes about the contact

Addresses

Use this tab to add addresses to a contact.

Select ADD ADDRESS, then fill out the following input requirements and descriptions:

Input Label	Type	Required	Description
Default Address	Toggle	No	The default address of the contact.
Address Label	Text Field	Yes	Label for the address.
Search Address	Text Field	No	Use the search bar to find an address. Note that your Instance must first be integrated with Google Maps for this feature to work.
Address 1	Text Field	No	Line 1 for the contact's address.
Address 2	Text Field	No	Line 2 for the contact's address.
Address 3	Text Field	No	Line 3 for the contact's address.
City	Text Field	Yes	The city of the contact's address.
County	Text Field	No	The county of the contact's address.
District	Text Field	No	The district of the contact's address.
Suburb	Text Field	No	The suburb of the contact's address.
State	Text Field	No	The state or region where the contact's address is located
Country	Dropdown Field	No	The country where the contact's address is located.
Country Code	Dropdown Field	No	Country code of the contact's address
Postal Code	Text Field	Yes	Postal code of the contact's address

Documents

This tab can be used to include documents that are relevant to or related to the contact being added.

Select ADD DOCUMENT, then fill out the following input requirements and descriptions:

Input Label	Type	Required	Description
Document Label	Text Field	Yes	Label for the document.
File	Upload File Field	Yes	The file to be uploaded.
Notes	Text Area	No	Notes about the file(s).

Profiles

Use this tab to add profiles to your contacts.

Select ADD PROFILE, then choose the profiles in the Assign Profiles drawer and select Assign Profiles. The drawer has one field:

Input Label	Type	Required	Description
Profiles	Multi-Select Field	Yes	The profiles you want to assign to the contact. Profiles are created and managed via Permissions. Please refer to Profiles to learn more.

Custom Fields

You can use this tab to add multiple custom data not inherently available in the input fields. For example, observe that only eight fields are in the 'Social Media' section in the 'Details' tab, designated for recording a contact's social media links.

If you wish to store details about external systems (such as Discord, Teamwork, and TikTok) that are not covered in the default fields, then it would appear that no other options exist. Fortunately, Insites allows extra flexibility through the use of custom fields. You can learn about custom fields in detail by visiting our CRM Custom Fields documentation.

Alerts

You may provide alert messages for users when one of the following actions is initiated:

• Viewing a contact
• Editing a contact

Here are the input field requirements and descriptions for adding alert messages to a Contact:

Input Label	Type	Required	Description
Show View Alert Message	Toggle Switch	No	Use the toggle to show an alert message whenever a user views a contact.
View Alert Message	HTML Editor	No	Alert message content.
Show Edit Alert Message	Toggle Switch	No	Use the toggle to show an alert message whenever a user edits a contact.
Edit Alert Message	HTML Editor	No	Alert message content.

Personal Info

This tab allows you to add external and custom data for a contact. The information is unique per individual contact and not across the whole CRM, i.e., a field created for one contact is not automatically created for other contacts. An example of using the fields under this tab would be to save IDs and links from third-party systems to a single contact. Examples of these software products are:

• Microsoft Teams
• Google Workspaces
• Salesforce

And many more.

Select ADD PERSONAL INFO, then fill out the following input requirements and descriptions:

Input Label	Type	Required	Description
Personal Info Label	Input Field	Yes	The label for the contact's personal info.
Attribute	Field	No	The attribute of the contact's personal info.
Value	Code Editor	No	The value of the contact's personal info.