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. Enter a Display Name for your client.
- Display names are meant to help you in-the-event that your client uses a different name than their legal name.
- At the moment, display names are only searchable on the global navigation bar, and in the global inbox.
- Currently, the Display Name will not appear on your client's portal.
5. Select the applicable contact Type.
- If needed, enter a Client Since date.
6. 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.
7. 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.
8. 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.
9. If needed, enter any Additional Information or add any Tags to the client.
- For more information, refer to the Custom Fields or Tags articles.
10. Click Create and manage to navigate to the Client Record.
- Click Create and close to save your contact and resume other work in Canopy.
Edit a Contact
You can edit a contact's information at any time by navigating to their client record in Canopy. To get started, click Contacts on the global navigation bar.