The “In-Line Add New Contact” feature allows you to add a new Contact in Collaborate on the spot, without leaving the current tab of the application you're in.


Just click the “Add a New Contact” button to get started.Clicking the “Add a New Contact” button brings up a Conflict Check search, to ensure a duplicate Contact entry doesn't get created. If the Contact does already exist in the system, you can select “Use Existing Contact”.

Otherwise click “Create New Contact”.

This will bring up several fields where you can fill out information like name and contact info regarding the Contact you're adding. Once you've filled out all pertinent information, click “Save New Contact”.

The Contact will now be added to Collaborate, and can be used going forward.


NOTE: If you see a contact field that does not have this new option, please submit a support request letting us know and we will get it updated.


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