1. We click on «Contacts» in the menu bar.

2. We click on «Create Contact».

3. A form will appear:

Here's how to fill in each field:

Personal information

Name: we write the name of the contact.
Surname: we write the surname of the contact.
Account: we select the organization to which the contact belongs.
Origin of the contact: we select the source where we met the contact, which can be: a call, a client, self-generated, a worker, a partner, public relations, email, a conference, a fair, a website, word of mouth or others.
Position: we write the position held by the contact.
Department: we write the department where the contact works.
Email: we write the email of the contact.
Secretary: we write the name of the contact's secretary.
Secretary's Phone: we write the contact's secretary's phone number.
Do not Send Emails: we select if we do not want emails to be sent to the contact.
References: we select if the contact has references.
Notify the Owner: we select if we want the contact that has been added to the list to be notified.
Tel. Company: we write the telephone number of the contact's company.
Mobile Phone: we write the contact's cell phone.
Home Tel: we write the contact's home phone number.
Direct Phone: we write a phone where we can contact the contact directly.
Fax: we write the contact's fax.
Date of Birth: we select the date of birth of the contact.
Report to: we select the contact to which the reports will be sent.
Alternative Email: we write an alternative email of the contact.
Do not call by phone: we select if we do not want the contact to be called by phone.
Assigned to: we select the person or group that will be in charge of the contact.

Customer information

Portal user: we select if we want to create a portal user for the contact. If we create the user, the accesses will reach the contact via email.
Support Start: we select the date on which the support service will begin.
Support expiration: we select the date on which the support service will end.

Address Information

Copy Shipment to Invoice: Selecting this option will copy the information of the shipping address to the information of the invoice address.

Copy Invoice to Shipment: Selecting this option will copy the invoice address information to the shipping address information.

Address (Invoice): we write the address of the contact that will appear on the invoice.
Post Office (Invoice): write the PO box of the contact that will appear on the invoice.
Deleg./Mpio. (Invoice): we write the delegation or municipality where the contact that will appear on the invoice is located.
Status (Invoice): we write the status of the contact that will appear on the invoice.
Postal Code (Invoice): we write the postal code of the contact that will appear on the invoice.
Country (Invoice): we write the country where the contact that will appear on the invoice is located.
Address (Shipping): we write the address of the contact where the products will be sent.
Post Office (Shipping): write the PO box of the contact where the products will be sent.
Deleg./Mpio. (Shipping): we write the delegation or municipality where the contact where the products will be sent is located.
Status (Shipping): we write the status of the contact where the products will be shipped.
Postal Code (Shipping): we write the postal code of the contact where the products will be sent.
Country (Shipping): we write the country where the contact is located where the products will be sent.