To Create a Contact

  1. Open the Contacts (CR302000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record, and on the Details tab, do the following:
    1. In the Contact section, type the contact's name in the First Name and Last Name boxes and specify other available details about the contact.
    2. In the Address section, in the Country box, select the country of the contact and specify other available details about the address.
  3. On the CRM Info tab in the Contact Class box of the CRM section, select the class with which the contact record will be associated.
  4. On the form toolbar, click Save.