Creating Contacts

The contacts in your XSite are designed to help you track Client Data that has been captured and continue your marketing efforts.  All the Client Data Capture forms in the XSites family of products add contacts into this system.

There are two kinds of contacts you can add to your database: Individuals and Companies.  Of course, any individual can be associated with a company, eliminating the need to retype information like the office address and phone number.

In addition, each individual can have other attributes:

 

Create individual contacts

  1. In the contact manager, click Add and select New Contact.

  2. Now go through each tab and complete any necessary details about this contact.
  3. When you're finished, click Save to apply your changes.  Then, click Exit, or click the X on the upper right to close the window and return to the Contacts Manager.

 


Create company contacts

From your contact manager, click Add in the Contacts toolbar and select New Company from the drop-down menu.  In the window that appears, there are a few options: