Adding a contact is a simple process for both individuals and businesses. To get started, click the Global Add Button in Canopy.

Roles/permissions:

• Roles: Any
• Permissions: Create and Edit Contacts

1. Click Add Contact.

2. Indicate whether this new contact is an Individual or a Business.

• Some contact fields will differ after selecting Business.

3. Enter your client's Name.

• Required fields are indicated by an asterisk (*).

4. Select the applicable contact Type.

• If needed, enter a Client Since date.

5. Indicate whether the contact is an Active contact.

• For more information about Active and Inactive contacts, refer to the Marking connections as inactive contacts article.

6. If needed, enter your client's contact information.

• Some of the available information fields:
  • Email address
  • Phone number
  • Address
• If needed, click Add [phone number, email, or address] to add additional contact information.

7. If needed, add your client's personal information.

• Available information fields:
  • Birth date
  • Occupation
  • Employer
  • Contact Owner
  • SourceContact ID
• Options will vary for Business contacts.

8. If needed, enter any Additional Information or add any Tags to the client.

• For more information, refer to the Custom Fields or Tags articles.

9. Click Create and manage to navigate to the Client Record.

• Click Create and close to save your contact and resume other work in Canopy.