Create a contact

Create a contact to record their information, classify them and manage the relationship from the Contacts module.

1. Go to the Contacts module and open the List.
2. Click New, in the upper left.
3. Fill in the contact information. Fields marked with a red asterisk are mandatory.
4. Click Save contact.

Information you can record on a contact

When creating or editing a contact, you can fill in different blocks of information:

• Basic information: contact image, title, first name, surname, date of birth, company and job title.

  
  

• Contact details: phone, second phone, fax, email, second email, website and social profiles.

  If you record an email address, you can mark it as Save for mailing and link it to the relevant mailing lists.

  
  

• Classification and organisation data: contact type, responsible, language, code, source, tags and interests.

  
  

• Other information: country of birth, nationality, city and country of residence, whether the contact has passed away, contact details and residence data.

  
  

• Invoicing details: country for invoicing, tax number, type of person and bank details.

  
  
• Addresses: personal, company, shipping and billing addresses.

Fields with specific functions

Some fields on the contact record have a particular use within ITGallery.

See their dedicated articles to understand what they do:

• Contact code: lets you identify each contact internally.

  See the article Use the contact code.

  
  

• Contact type: shows the contact's relationship with the gallery and can be linked to the mailing lists.

  See the article Classify contacts by type.

  
  

• Responsible: lets you record which member of the team manages the relationship with that contact.

  See the article Assign a person responsible to a contact.

  
  

• Tags: help you add flexible, more specific classifications.

  See the article Use tags on contacts.

  
  

• Source: lets you record where you met the contact and then use that information in advanced searches.

  See the article Record the source of a contact.

  
  

• Addresses: let you record personal, company, shipping and billing addresses.

  See the article Add addresses to a contact.

  
  

• Notice date: you can link a Notice date to a contact to record a reminder related to that person.

  See the article What is the notice date?

  
  

• Interests: when creating a contact, you can record their interests by artist from the Interests field. Once created, you can go to the Interests tab of their record to expand that information.

  See the article Interests.