Option 1: Click on Contacts menu in left menu bar

  • To create Contact, select “Contacts” from left menu.
  • Click “Create New Contact” button on the top right corner.
  • Enter all the mandatory details and Select “Vendor” from Vendor list.
  • If the “Vendor” of your choice does not exist, then user can also create a new Vendor, by clicking on the link “Create a new vendor” below the Vendor list.
  • On completing the mandatory details, “Create Contact” button will enable.
  • Click “Create Contact” button and the Contact will be saved successfully.

Option 2: Create Contact from Service details page

  • Select “Services” from left menu.
  • On “Service” page, select the Service for which you want to add “contact”.
  • On Service details screen, scroll down to “Service Contacts” section.
  • Click “Edit”

  • Now click “Add Contact” button.
  • Click on “Create New Contact” below Contact list.
  • Enter all the mandatory details and Select “Vendor” from Vendor list.
  • If the “Vendor” of your choice does not exist, then user can also create a new Vendor, by clicking on the link “Create a new vendor” below the Vendor list.
  • On completing the mandatory details, “Create Contact” button will enable.
  • Click “Create Contact” button and the Contact will be saved successfully.

Option 3: Create Contact from Create Service page

  • Select “Service” from left menu.
  • Click “Create Service” from top right corner.
  • Select “Add Service” or “Add Order”.


  • If user selects “Add Service”, complete the details and proceed to “Order Details”.
  • Under “Order Details”, click “Select Contact” in “Associated Contacts” section.
  • Click “Create New Contact” button at the bottom of contact list.
  • Enter all the mandatory details and Select “Vendor” from Vendor list.
  • If the “Vendor” of your choice does not exist, then user can also create a new Vendor, by clicking on the link “Create a new vendor” below the Vendor list.
  • On completing the mandatory details, “Create Contact” button will enable.
  • Click “Create Contact” button and the Contact will be saved successfully.