If you cannot find a contact by searching via first name, last name, phone number, or email address, please see below for how to create a contact or organization.
- In the "Customer" field, select "New Record".
- Select the record type "Contacts".
- You will be prompt to "Quick Create: Contact". Fill out required fields.
- Once completed click "Save and Close".
- In the "Customer" field, select "New Record".
- Select the record type "Organizations".
- You will be prompt to "Quick Create: Organization". Fill out required fields.
- Once completed click "Save and Close"
