Creating Contacts

WebWorkstationMobile

Create a contact when you need a reusable record for sales history, memberships, saved payment methods, form submissions, files, notes, or check-ins.

The Create Contact modal captures the identifying details and contact methods needed to save a reusable record.

Permission Required

You need ZynoCRM create access to create contacts.

Create A Contact

1. Open Customers & Contacts.
2. Select Create contact.
3. Enter the contact's name, company, email, phone, or another identifying detail.
4. Add phone numbers, email addresses, and addresses as needed.
5. Select Save.

ZynoSuite requires at least one of these before saving: name, company, email, or phone.

Person And Company Layouts

Your administrator chooses whether CRM is person-first or company-first.

Layout	First fields shown
Person	First Name, Last Name, Company, Display Name, Birthdate, zyno.id Tag #
Company	Company, Display Name, zyno.id Tag #, then Primary Contact fields

The Display Name field is optional. If it is blank, ZynoSuite builds the display name from the available name and company fields.

Add Contact Details

For phone numbers, email addresses, and addresses you can set:

• Type, such as home, work, cell, or fax.
• A custom type when the standard types do not fit.
• A note for context.
• A primary value when more than one exists.

Address fields can parse a pasted multi-line or comma-separated address into street, city, state, postal code, and country.

Add A zyno.id Tag

The zyno.id Tag # field links a physical or printed tag to the contact. On ZynoWorkstation, use the barcode button in the field to scan a tag instead of typing it.

Related

• Contact List
• Editing Contacts
• Tags
• CRM Settings