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Creating a Contact

Steps

  1. Navigate to Contacts in the main navigation.
  2. Click New Contact.
  3. Fill in the form:
FieldNotes
NameRequired. The contact's full name or organisation name.
DesignationOptional. Job title or role.
OrganizationOptional. The organisation this person belongs to.
EmailOptional. Contact email address.
PhoneOptional. Contact phone number.
AddressOptional. Physical address.
TypeRequired. Authority, Company, Department, or Individual.
NotesOptional. Any additional information about this contact.
TagsOptional. Colour-coded labels for organisation.
DocumentsOptional. File attachments (20 MB max per file).
  1. Click Save.

The contact is now available for selection when creating or editing tickets.