Use the New button (ALT^N) on the Contact screen to add a new contact. You will be prompted for the contacts last name. If any existing records match the name you enter you can preview the matches to determine if any refer to the same contact. It is esential that each contact has only one entry in the database. This avoids confusion when invoicing, modifying their contact details, recording their interests, sending them email etc. For this reason it is worth the effort to check that no existing record matches the new contact. If no matches exist you are presented with a screen to fill in the new contact’s details. Enter as much relevant information at this stage as you possibly can.

If subsequently transpires that two records refer to the same contact you should use the Merge Contact recordscommand from the Contacts or Requests screen to consolidate all information into a single record.