Adding a new contact from the list view

1. Open the contact window and select the plus (+) button in the bottom right of the window. This will create a new record.
2. Select the contact type from the options as described above.
3. Enter the contact’s name and contact details e.g. address, phone
   numbers and email.
4. Add any relevant notes to the Notes section by clicking the + button next to the Notes heading and then adding your text.
5. Add any relevant attachments to the Documents section by hitting the + button next to the Documents heading and searching for a document already added to the system, or adding a new document from your machine by dragging and dropping it into the window.
6. For students, where needed, collect and enter the AVETMISS data, date of birth and concession card information.
7. For tutors, where needed, add the resume information.

Figure 75. A Contact with Notes attatched