New contacts may be added from the Contacts List tab within the Contacts module.
To add a new organization contact:
- Select Contacts from the BriteCore menu.
- In the Contacts List tab, select the New Organization button. BriteCore will direct you to the Information tab of the new contact.
- Add contact name.
- Upload contact photo.
- Add contact address(es).
- Add contact phone number(s).
- Add contact email address(es).
- Add contact website.
- Add FEIN/Tax ID.
- Add contacts in the organization.
- Relate one contact to additional contacts.
- Add agency administrators.
- Add background information.
- Add system tags.
- Add dates to remember (organization).
- Add a role.