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Managing Contacts

This guide walks you through navigating the Contacts module, reviewing your existing contacts, creating a new contact, and opening a contact’s detail page.

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Prerequisites

  • At least one contact record exists in your system (for viewing and opening contact details)
1

Open the Contacts list

In the main navigation, go to Contacts. The page will load and display your full list of contacts.
2

Review existing contacts

Confirm that your contacts appear in the list. You should see at least one row with a contact name such as Jane. Each row represents an individual contact record.
3

Create a new contact

Click the New button to open the New Contact form. Fill in the following fields:
  • First Name — Enter the contact’s first name (e.g., E2E Contact)
  • Last Name — Enter the contact’s last name (e.g., Test)
  • Primary Email — Enter a valid email address for the contact
When you are finished, click Save.
4

Confirm the contact was saved

After saving, a success notification will appear confirming that the new contact has been created.
5

Open a contact's detail page

From the Contacts list, click any row to open that contact’s detail page. The URL will update to reflect the selected contact, and you will see the contact’s full details, including their name and associated information.
First Name, Last Name, and Primary Email are required when creating a new contact. Make sure all three fields are filled in before clicking Save.
You can return to the full contacts list at any time by navigating back to Contacts in the main menu.