Adding a New Contact

Contacts in ProClass are always associated with an Account. When creating a new contact record, you must create a new account as well or create a new contact for an existing account.

To add a new contact for a new account

  1. On the contacts menu, click All Contacts, or click the contact category appropriate for the new contact.

  2. Click Go to display the Search Results grid, and then click Add new contact...., or Add new student..., Add new Instructor... etc.
    The Add Contact page displays.

  3. Select an account type in the Account Type box.

  4. Type a name for the new account in the Account Name box.

  5. Select a type in the Account Contact Type box to indicate the relationship of the new contact to the account.

  1. Type a title for the contact in the Title box.

  2. Type a salutation for the contact in the Salutation box.
    Salutation would be the customer's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

  3. Type the full name of the contact in the First Name, M.I., and Last Name boxes.

  4. Click the Save button.

  5. Use the tabs at the bottom of the Add Contact page to add additional contact information.

  6. Click the Save button to save the new account and contact information.
     

To add a new contact for an existing account

  1. On the accounts menu, click Search for Accounts, and use the search functionality to locate the account.

  2. From the Search Results grid, click the Edit button next to the account.
    The Edit Account page displays.

  3. Click the Contacts tab, and then click Assign new contact....
    The Account Contact Search page displays.

  4. Click Go to bring up the Search Results grid, and then click Add new contact....

  5. Type a title for the contact in the Title box.

  6. Type a salutation for the contact in the Salutation box.
    Salutation would be the customer's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

  7. Type the full name of the contact in the First Name, M.I., and Last Name boxes.

  8. Use the tabs at the bottom of the Add Contact page to add additional contact information.

  9. Click the Save and Return button.
    The Assign Account Contact page displays.

  10. Select an account contact type in the Type box, and then click the Save button.

 

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