The add record page is where you can manually add a contact to your database, whether it's a constituent, business, or other type of contact.


    


At a minimum, a first and last name is required to successfully create the contact record.


Personal Info

The personal info section is where you can enter in the contact's name, salutation, and the company/business they work for.


Contact Info

This is where you can capture their phone numbers, email addresses, as well as tagging them in a group name


Residential/Mailing address

The address section allows you to enter in the residential as well as mailing address of the contact. The mailing address will automatically assume the residential address info if left blank.


The search address text box allows easier data entry of the residential address field by using Google Address Complete. Simply type in segments of the known address and a set of matched results will be returned for you to select.


Once the contact has been added, you have the option to view their profile, or go back and add another contact to your database.