To add a new contact, click on the New Account button.

 

 

The New Account page will load as shown below. Accounts function identically to contacts and have similar requirements.

 

1 – Every tenant has the same customer information section with fields for Accounts.

2 – If your tenant has multiple segments, the new account will be given the same segment membership as your user.

3 – If your tenant has custom Account Properties they will be shown below the customer information section. You will only see properties for segments that you have segment access to, or properties that are configured as shared.

 

You must enter at least one account property value before you can save a new contact. If you attempt to save without specifying any values, you will receive the following error.

 

You must enter at least one account property value before creating a contact.