How to add a new contact

To create a new contact, go to the Contacts module and click Add New in the top right corner of the screen. A modal window will appear where you can complete the following fields: 

• Prefix – Optional title such as Mr., Mrs., or Ms. 
• First Name (required) – Contact’s first name. 
• Middle Name – Optional. 
• Last Name (required) – Contact’s surname. 
• Suffix – Post-nominal titles such as PhD, Jr., etc. 
• Nick Name – Any alternative or familiar name. 
• Related To (required) – Link the contact to an entity type. 
• Social Provider – Add social media links. 
• Emails – Add one or more email addresses with type labels. 
• Phone Numbers – Add one or more phone numbers with type labels. 
• Profile Image – Upload or drag and drop an image. 
• Company – Associated company name. 
• Job Title – Position within the company. 
• Department – Related department. 
• Date of Birth – Select from the date picker. 
• Gender – Choose from the dropdown list. 
• Notes – Add any additional details not covered by other fields. 

When finished, click Save. 

Note! Vault Synapse is a highly customizable tool meaning certain fields can be additionally customized based on your business needs and preferences. 

Note! A user can access the contact information only with the relevant permissions/access rights given by the administrator.