How to add a new contact

To add a new contact, go to the Offices module and click the Contacts tab in an office page.

Click Add New Contact in the top right corner.

A New Contact modal window will pop up.

Fill out the fields about the new contact:

• Prefix (optional) – Enter the title of the person.
• First Name (required) – Enter the full first name of the contact.
• Middle Name (optional) – Enter a middle name of the contact, if applicable.
• Last Name (required) – Enter the full last name of the contact.
• Suffix (optional) – Add any titles for the contact.
• Nick Name (optional) – Enter any nickname the contact is known by.
• Related To (required) – Link the contact to a office. You must have at least one office entry in the Offices module for this list to populate.  
• Social Provider (optional) – Enter any social media handles the contact has.
• Emails (optional) – Add at least one email address for the contact.
• Profile Image (optional) – Upload a profile picture of the contact.
• Company (optional) – Enter the name of the company the contact is associated with.
• Job Title (optional) – Enter the position of the contact or their job title. 
• Department (optional) – Add a department for the contact, if applicable.
• Date of Birth (optional) – Enter the date of birth of the contact.
• Gender (optional) – Select the gender of the contact.
• Notes (optional) – Option to save any additional notes. 
• Phone Numbers (optional) – Add phone number/s for the contact. 

Review the information and click Save. The contact you just created will show up in the contact list.

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.

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