Use this link to share with your colleagues:
How to Create a New Contact (with Video Tutorial): https://help.pm.leapevent.tech/a/1064794
This article will teach you how to create new Contacts with, or without, existing Account records in PatronManager.
First, check out our video tutorial. Then, if you'd like to see step-by-step instructions, scroll down to see how to:
- Create a new Contact with a new Account
- Create a new Contact with an existing Account
Start with our video tutorial:
Prefer written out, step-by-step instructions?
Don't worry, we've got those, too:
1. Search for the patron
Once you're sure the person you're looking for isn't already in the system, great! You can create a record for the patron.
Start by creating a new Contact - that will automatically create an Account to go with it.
Need a reminder about how Accounts and Contacts relate to each other? Check out our article here.
2. Click on the down arrow to the right of Contacts, and click on "New Contact"
3. Choose a record type and click "Next"
Use "Other Contact" if you will be creating an Organization or Foundation Account, and "Patron Contact" if you will be creating a Household or Individual Account.
For the purposes of this example, we'll choose "Patron Contact".
It's possible your organization has additional custom Contact record types set up - ask your coworkers for advice if you see options besides Patron Contact and Other Contact.
4. Fill in the information you have on the Contact, and click "Save"
5. You've just created a new Contact with a new Account!
1. Search for the Account record in the search field at the top of your screen
2. In the Related List Quick Links section, hover over Related Contacts and click "New Contact"
3. Choose a record type and click "Next"
Use "Other Contact" if you'll create an Organization or Foundation Account and "Patron Contact" if you'll create a Household or Individual Account. For the purposes of this example, we'll choose "Patron Contact".
4. Fill out the information and click "Save"
5. The Contact will be added to the Account
