How To: Add A Contact

Table Of Contents

Add a New Contact
Use the Address tab to add new contacts to a customer or supplier record. Contacts are linked to a specific address, allowing you to maintain separate contact details for different locations within the same company.

Add a New Contact

  1. Open a Customer screen (show me how).
  2. Load the required customer or supplier record.
  3. Press Alt+E or click Edit to enter edit mode.
  4. Open the [ Customer | Detail | Address ] tab.
  5. In the Customer Address Details grid, select the address that the new contact should be linked to.
  1. Click New Item in the contacts section at the bottom of the screen.
  2. Enter the contact's:
    • Title
    • Forename
    • Surname
  3. Complete any additional contact details as required, such as:
    • Job title
    • Telephone number
    • Mobile number
    • Email address
    • Other relevant information
  4. Press Ctrl+S or click Save to save the new contact.

What Happens Next?

Once saved, the contact is linked to the selected address and becomes available throughout Khaos Control, including customer contact lookups, CRM activities and communication records.

Important Notes

  • Any trailing spaces entered into contact or address fields are automatically removed when the record is saved.
  • Before adding, editing or deleting contacts and addresses, review the guidance within the Customer Address tab to understand how these changes may affect other areas of Khaos Control.
  • Contacts should always be linked to the correct address to ensure communications and documentation are directed appropriately.

Tips

  • Add email addresses and mobile numbers where possible to improve communication options.
  • Use meaningful job titles to help identify the correct contact quickly.
  • Review contact information regularly to keep customer records accurate and up to date.

See Also

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