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Adding Contacts

Information on and how to create Contact records in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

Contacts are individual people who belong to an organization. New contacts can be added to the system from the navigation menu or on the fly from an organization, contract or request record. Existing contacts may be searched for and added to contract or request records.

From the Navigation Menu

  1. Select from the left-hand side menu.

  2. Click at the top of the Contacts grid.

  3. In the pop-up, select a Contact Type from the drop-down.

  4. When the record opens, enter details about the contact. The overall layout of the record and the individual fields you see may be different for different contact types. Required fields will be identified by a red * asterisk.

  5. Click .

Required Fields

  • Contact Type: Contacts are generally classified as Internal (belonging to your own company) or External (belonging to the external organization) but depending on your configuration there may be more than one type of External contact to choose from. If you need to change the contact type, click the Lock icon

    which changes to and "unlocks" the field so you can select a different type from the drop-down.

  • Organization: Select the organization to which the contact belongs (the organization must have been previously added).

  • Organizational Ownership: Defaults to the organizational level to which your role belongs. The field defines which organizational level(s) have access to this record. To change ownership, click in the field and expand the organization tree. Use the check boxes to identify the lowest level(s) that can access the record (users in that level and above have access). NOTE: Your system may be configured to bypass the Organizational Ownership field and give access to all levels. Check with your System Administrator or click the Adding Users to a Role link for more information.

From an Organization

  1. Scroll to the Contacts section. NOTE: if this organization is new (has not been saved yet) you must click before proceeding to the next step.

  2. Click .

  3. Fill out the New Contact Record details. Required fields are marked with a red * asterisk. NOTE: The External Organization field defaults to the Organization you have open.

  4. Click .

From a Contract or Request Record

  1. Scroll to the Contacts section.

  2. Click .

  3. Use the Contacts list at the top to search for and select existing contacts. Use the Search box at the top to filter the list by name, title, organization or some other identifier. Once located, use the checkbox to select the contact(s) you wish to add and then click .

  4. To add a new contact, fill out the New Contact Record details at the bottom and click . Required fields are marked with a red * asterisk.

    NOTE: the organization to which the contact belongs must have been previously saved.

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