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Creating a Secondary Contact when creating a Primary

When creating a primary contact, it can be a huge time saver by creating the secondary contact(s) at the same time. This can be done very easily by just clicking on the purple Add Secondary Contact button at the bottom of the Add Contact page

secondary contact 1

 

Clicking that button opens up a new window for you to enter in the Secondary Contact info. If you indicate that the address is the same as the Primary Contact, you will not need to enter that info here as it will automatically populate for you

secondary contact 2

 

Once you have entered in all of the information for this contact, click Save, and repeat as many times as needed. Easy as that!

 

 

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