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The Add A Full Contact action menu item is a way to add a Contact with all of the CRM information you might need to create a lasting relationship with your customers.

Click trm as completely as possible. Although there are only a few required fields on this (first and last name, contact type and status), you should fill out any information you have, especially the contacts e-mail address as e-manage integrates with Microsoft Outlook to send e-mails to your contacts and to mail merge a bulk e-mail. This form also contains items such as birthday and anniversary that will allow you to pull up all of your contacts that have upcoming birthdays or anniversaries coming up and send them a quick birthday or anniversary e-mail.

Click the Save button when finished. If any required fields were missed, you will receive a message to fill them out and try again. The toolbars at the top will enable and you can begin creating records based on this new contact.

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