Add a new contact

When adding an Organisation or Contact to your system, your business will have selected the information that is important to record/collect. Everyone's system is different and can be amended at any time by your dedicated superuser, including any associated drop-down lists and what information is mandatory. 

To add a new contact

1. From the Organisations & Contacts Module, click, Add Contact from the left-hand menu.
2. Anything marked with a * is compulsory.
3. Contact permitted is auto-selected and refers to communication on a one to one basis with your Organisation. Contact Permitted is not GDPR related, however as projects progress, some stakeholder relationships become fragmented, and your stakeholder may indicate they no longer wish your Organisation to contact them - please unselect. You physically won't be able to contact the Organisation through Tractivity.
4. Subscription preferences record your contacts marketing preferences. Only Contacts who have Subscribed will receive mass communications. 
5. Click Attach Organisation, link multiple organisations against your contact. 
6. Click Add Address, using the postcode lookup tool, enter your postcode, and all known addresses will be displayed.
7. Projects, tick which projects you wish to share your Contact record with. 

Still, need help? Why not watch this 3-minute video.