A contact file can be created from two different places in Secutix 360ยบ:
In both cases you will need to search the contact to trigger the display of the "New" button: this will prevent the creation of duplicates.
When creating a new contact through the sales module, a pop up menu to "create a record" (aka. a new contact file) will appear: There you will be able to fill out the most basic information needed in order to create a new contact file.
Please remember that the mandatory fields (in blue*) are chosen at the beginning of the implementation of Secutix with the project manager. The ID/Passport can be one of them.
To continue with this training unit, click here to learn how to manage duplicate contacts.