Proceed as follows to add a new contact to the database.
See the topic titled Create Contact Categories for instructions on how to add additional contact categories, especially categories that correspond to target groups.
Below the main screen, select of of the following tabs: 1) Details (home details), 2) User Account, or 3) Notes and Documents.
Add home or residential details in this section.
Add user account details for employee or agent such as login details and access permission.
Use this screen to add or view existing notes and documents relevant to a particular contact.