Dynamics - Adding a Contact or Individual

Adding a Contact or Individual

1. To add a Contact or Individual, click the ‘Contacts’ option from the left under the ‘Customers’ section.
   
   
   
   
2. This will list all current Contacts Records. To add a new Contact, click the Plus symbol at the top labelled ‘New’
   
   
   
   
3. If you are adding a Contact for an Account, first select ‘Contact’ for the ‘Record Type’ field. This will display the field called ‘Account Name’ where you can search for the Account/Company that the Record is related to.
   
   

4. If you are needing to add an ‘Individual’ then select the ‘Individual’ Option for the ‘Record Type’ field. This will display the field ‘Individual Company Name’ if there is a company that needs to be listed for this Individual.
   
   
   
   
5. Currently, the Address details is entered via the ‘Summary’ Tab. If there are additional ‘Addresses’, you can add via the Address Tab.
6. After you have finished. Click the ‘Save & Close’ to return to the Contacts list.