Forums

create setting to add new person as 'contact'

At the moment, the built-in 'add person' form does not have the ability to mark the person as a contact.


As a result, we are having to create the new person in elvanto, and then go into their newly created account to mark them as a contact. (adding an extra step to the process)


Is there a way to put a 'contact' tickbox on the 'add person' form in elvanto, so that we can create people in elvanto as 'contact's straight away, foregoing having to change their account to a 'contact' afterwards.


Bless,


Steve

Hi Steve,


Thanks for the email.


If you go to People > Contacts from the sidebar, you'll see an 'Add Contact' button appear where the 'Add Person' button normally appears.


Hope this helps,

Stewart





Login or Signup to post a comment