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How to Create a Contact

Paris Hutton avatar
Written by Paris Hutton
Updated over 2 years ago

Alfie has a few different options available for you to add a Contact.

The easiest and quickest way to add a contact is via the Global Create button.

Our Global Create button is found at the top right corner of Alfie where you can select Create Contact from the drop-down menu.
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Alternatively, you can create a Contact via the Contact view.

The Contact view can be found via the Main Menu by selecting Contacts. From there select Create Contact to add your new Contact record.

A few things to know about contacts...

  • A contact can have multiple roles: Owner, Tenant, User, Supplier, etc. - this means that you won't have to create multiple contacts for a contact that has multiple roles

  • When creating a contact, the contact will either be an individual or a business, furthermore either an individual or a business can be a supplier

  • Defining an individual or business as a supplier is mainly used to indicate the contact will be receiving some form of payment for any services

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