How to create a new contact?

Modified on: Fri, 13 Aug, 2021 at 2:05 PM

Add a contact manually

Step 1: Click the plus button and select add contact

  • The plus button is always located in the top-right corner.
  • You can also right-click on any white space to get the Plus menu actions.

Step 2: Populate the fields

  • The mandatory information is First Name, Last Name and Email. Click on the line to start typing. 
  • The line on the field you are adding will change to blue.
  • The rest of the fields are optional.
  • You can add an image to the contact by clicking on "Add Image". Once, an image is assigned you can change it but not remove it.

Info! If you have a vault and also a Profession Portal, and you are planning to add as a Trusted Advisor your team, remember first to create their access in the Portal, and later create their Trusted Advisor Access to your vault using the same email address.

Step 3: Click Create

Import a Contact Card (VCard)

Step 1: Go to your Contact tab 

  • Located on your main menu

Step 2: Click on Import Contact Card

Step 3: Find the vCard file on your computer

Step 4: Click Open

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