Follow

How do I add a new Contact Record?

To add a new contact to your CRM, select the Add icon from your Top Right Menu Bar: 

 

You'll then see the below options: 

 

Click inside the Contacts area. You'll then need to choose what type of Contact Record you want to add: 

 

The Type of Contact you choose here will determine what fields are available when adding your contact, as these do vary dependent upon the Contact Type you are adding. Here we'll click "Individual" and break down the sections you'll see after doing so. In some instances I'll provide a bit of commentary on a field when it isn't self-explanatory or where more information may be helpful. In each case my screenshots will include sample information for each field in the section. 

Basic Information:

 

 

Family Information:

Family Name field: This is an important field within Redtail, particularly if you plan to utilize Redtail for mail merges or labels.  You can read more about Family Names here.  Note: You will want to use Family Names for single individuals as well as for Family Heads.

Note: information entered in the Basic Information section and in the Family Information section show up in the Contact's Basic Information area on their Overview. 

Spouse Information

Spouse First and Last Name Fields: You can add records for spouses and link them to their Family Head here, as long as you enter at least a First and Last Name for the spouse.  To add a spouse at a later time, you can follow these instructions for creating family relationships in Redtail. 

Addresses 

You can enter multiple addresses here by using the "Add another address" button. You can choose the Address Type for each address as you are entering it. And, note the box for designating whether or not the address is their Primary address (which is the address that will pull when you run mail merges within Redtail CRM). 

Phone Numbers

You can enter multiple phone numbers here by using the "Add another phone number" button. You can choose the Phone Type for each number as you are entering it. And, note the box for designating whether or not the number is their Primary Phone Number.  

Email Addresses

You can enter multiple email addresses here by using the "Add another email address" button. You can choose the Address Type for each address as you are entering it. And, there is also a box here for designating whether or not the address is their Primary email address. Note: a contact's Primary Email address is the one that will be used when including that contact in a Broadcast Email. Further note that while a contact can have multiple Email Addresses marked as Primary, only the last one that you check off as Primary will actually function as the Primary Email Address. 

Web Addresses

You can enter multiple web addresses here by using the "Add another web address" button - you can also choose the Address Type for each address as you are entering it. 

Note: Addresses, Phone Numbers, Email Addresses and Web Addresses show up in the contact's Contact Card

Contact Details

You can check off "Enable DOB Reminder" next to the Date of Birth field if you want reminders for the contact's birthday to show up in your Birthday Reminders

Contact Permissions

Click inside this box if you want to set up Permissions for the contact, rather than leaving their contact record accessible to all database users.

Once you have completed all the data you have at the time of entry, just click the Save Contact button at the bottom of the screen and you will have successfully added the contact.

The process for adding contacts with a Type of Business, Association, Trust or Union is very similar to the above, though you will encounter less fields for completion.

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk