Creating a Contact

Now that an Entity as been created you can add contacts to it.

At the Public Contacts tab, select the entity and click on the Contacts tab.

Figure 16.19: Public Contacts - Contacts tab

Click on New Contact.

Figure 16.20: New Contact button

Fill the presented fields with the repective information (Address, Postal Code, Country, Tax Number).

Figure 16.21: Contact General tab

To further enhance the contact's attributes, there's also two other tabs.

• Communications:
  • Email.
  • Phone: If you want to add several numbers please separate them by /
  • Mobile Phone: If you want to add several numbers please separate them by /
  • Fax: If you want to add several numbers please separate them by /
  • MSN Contact.
  • IPBrick phone: Choose the contact's IPBrick phone registered in the IPBrick server.
• Other:
  • Location: Select from the previously created attributes
  • Comments: Add any Comments you'd like.
  • BIN: Type in the Bank Identification Number of the Entity.
  • Web: The contact's personal webpage.
  • Company Domain
  • Mailing list: YES or NO
  • Birthday: Please click on the calendar's icon to select the contact's birthday.
  • State: To choose a State you'll have to create an entry in Auxiliary Data.
  • Province: To choose a Province you'll have to create an entry in Auxiliary Data.
  • Region: To choose a Region you'll have to create an entry in Auxiliary Data.
  • Presentation: fill in with what you need to show so that it can be considered.
  • Post: His position in the Entity's hierarchy.
  • Extra Field: Adds an extra field.

Click on Save.

After creating a contact you can verify if all the data inserted is accurate. If not, click on Edit or Remove if you wish to erase the entry.