From Bright Pattern Documentation
								< 5.19:Agent-guide | Tutorials | Contacts
												
				Revision as of 23:43, 15 January 2019 by Tracy (talk | contribs) (Tracy moved page 5.3:Agent-guide/HowtoCreateaNewContact to 5.3:Agent-guide/Tutorials/Contacts/HowtoCreateaNewContact)
<translate>= How to Create a New Contact= There are several ways to create a new contact (i.e., add a new record) in Agent Desktop. You can enter details for a new contact manually via the Contacts search results, or you can add a new record quickly from a number of contact summary pop-ups. The ways to create a new contact are described as follows.
Search Results
- On the Contacts Search results list, click the Create button at the bottom of the screen.
 - The Contact Details form will open, and from there, you can enter all contact information.
 - Click Save.
 
"Add New" Option on Contact Pop-Up
- On the Active Conversations List, click the Recent tab.
 - Hover your mouse cursor over the contact's name.
 - If no details have been saved for that contact, the contact summary pop-up will provide links labeled new contact and add to existing.
 - Click new contact.
 - The Add New Record pop-up will appear with four basic fields to complete: name, phone extension (which may be pre-filled for you), email, and photo.
 - Click Create to create a simple record quickly, or click Add and Edit to add more information to an existing contact.
 
Calendar
- On your calendar, add a new event.
 - Click the + sign at the bottom of the pane where you edit event details. The + sign allows you to assign a contact to the event.
 - Click Enter manually (or directory).
 - Enter the name of the new contact and select the checkbox for create contact.
 - At the top of the pane, click Save. If you do not save the event details, your new contact will not be created.
 
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