Contacts

Gen 3

Contacts

Complete the New Contact dialog box for an individual

The New Contact dialog box will open if a name is entered that doesn’t already exist in BriteCore as a contact.

To complete the New Contact dialog box for an individual:

  1. In the New Contact dialog box, select Contact is an Individual.
  2. In the Contact Name box, type the name of the new contact. This is a required field.
  3. In the Social Security # box, type the social security number of the contact.

    Note: After entering and saving an SSN, BriteCore will mask it, revealing only the last four digits. This is a default setting for BriteCore to protect a contact’s identity. See mask-ssn-on-edit-contact for more information.

  4. In the Date of Birth boxes, type the birthdate of the contact using the MM/DD/YYYY format.
  5. From the Legal Entity dropdown list, select the type of contact.
  6. In the Address boxes, type the address of the contact. This is a required field.
  7. From the Type dropdown list, select the type of address.
  8. From the Country dropdown list, select the country associated with the entered address.
  9. In the Zip box, type the ZIP code associated with the address. The ZIP code will automatically populate the City, State / Province, and County fields. This is a required field.
  10. In the City dropdown list, ensure the city associated with the address and ZIP code is displayed. If the correct city isn’t displayed, select the correct city from the dropdown list. This is a required field.
  11. In the State / Province dropdown list, ensure the state or province associated with the address and ZIP code is displayed. This is a required field.
  12. In the County dropdown list, ensure the county associated with the address and ZIP code is displayed. This is a required field.
  13. To add another address, select + Add Another Address. Repeat steps 9-12.
  14. In the Phone box, type the phone number of the contact.
  15. From the Type dropdown list, select the type of phone number.
  16. To add another phone number, select + Add Another Phone. Repeat steps 14 and 15.
  17. In the Email box, type the email address of the contact.
  18. From the Type dropdown list, select the type of email address.
  19. To add another email address, select + Add Another Email. Repeat steps 17 and 18.
  20. When you’re finished entering information, select Done.

    Note: If you select X, you will return to the Information tab without saving the information entered.

Usage considerations

You can’t select Contact is an Individual when creating a new company contact.

The Date Business Started, Risk ID Number, and DBA fields don’t need to be completed for an individual contact.