Creating a new Contact type

The Add New Contact Type Wizard guides you through the process of creating a new Contact type. You can then assign that Contact type to an existing client and enter details for the newly created contact.

Choose this icon from the available options in the Client Attributes section of the Client Navigator. The wizard instructs you that you are about to create a new Contact. Select Next to begin. You are asked to select one or more Client types that the Contact type will apply to and to Enter a name for the Contact type. These are explained in the Wizards section of Key concepts of Control Centre.