How do I add a new contact and customize the Add Contact form?

Adding a contact by hand is the fastest way to log a family inquiry from a phone call or a referral partner you just met. Account admins can also decide which fields appear on the Add Contact form, so every intake coordinator captures the same information.

Add a contact

1. Go to Contacts and open Smart Lists.
2. Click + Add Contact. A panel slides out on the right.
3. Fill in the fields. Anything marked required must be completed before you can save.
4. Click Save, or Save & Add Another to open a blank form for the next entry.

If you close the panel with unsaved changes, you will be asked to confirm before anything is lost.

Add a profile picture

You can add a photo or logo, such as a referral partner's facility logo, while you create the contact. Click the image area on the Add Contact form and upload a JPG or PNG under 2.5 MB (512 x 512 pixels works best). The picture appears in the contact list and in the Conversations inbox.

Note: a profile picture can only be added when the contact is first created. To add one to an existing contact, create a new contact with the picture and then merge the two records.

Customize the form (account admins)

1. Go to Contacts, then Smart Lists, and click + Add Contact.
2. Click Customize Form.
3. Add or remove standard fields and contact custom fields. Drag fields to change their order.
4. Turn on Required for any field your team must fill in, such as Contact Type or Lead Source.
5. Use Preview to check the layout, then save it.

Your team sees the new layout the next time they load the Contacts page. Ask them to refresh if they do not see it.

Common questions

• Who can change the form layout? Account admins only. Everyone with access to Contacts uses the form as configured.
• Do required fields apply to imports? No. Required settings on the form apply only to contacts added by hand. Spreadsheet imports have their own rules.
• Where did Manage Smart Lists and Restore go? They are in the three-dot menu next to + Add Contact.
• Can I tag or assign new contacts automatically? Yes. A workflow that starts with the Contact Created trigger can add tags, assign an owner or send a welcome message.

Have a question about your own account? Submit a ticket and our team will follow up.