The Contact Information window is the main point of entry and editing for contact information. Double clicking on a contact from Search e-manage, Recent Records, Favorites, or any other grid that contains Contact Information will bring you to this screen. To create a new contact, you will need to open (or find in any of the afore mentioned methods) a Company Location to add a new contact (Actions > Add a Contact).
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. Your Administrator can adjust what fields are required based on the Contact Type drop down.
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.