How to Create a Contact Record for a Client

Answer

Purpose: This document will show how to create a new contact record for an existing client record.

Information needed:

• Contact First Name
• Contact Last Name
• Email Address
• Client/Account Name
• Phone Number
• Customer Experience Portal Access (yes/no)
• Role (if you do not know the appropriate role for the contact please review Understanding Contact Roles

Once all of the needed information is gathered:

1.? Navigate to the Client Search within Parature.

2.? Type the name of the Client to which the new contact record will be associated. The search results will show in the right side of the view.

3.? Click on the Client Name to access the Client Profile.

4.? At the top there is a Contact link. Click on this link to locate the Contact Records.

5.? To begin creating a new contact record click on the Associate New Contact link.

6.? Populate the fields with all of the already gathered details. The Client Record Link should already be populated with the Client Record to which this contact will be associated. If the contact will have access to the Customer Experience Portal ensure that the Registration Status is set to Registered.

7.? The Role section must be populated correctly for this contact level. If you do not know the appropriate role for the contact please review the Understanding Contact Roles

8.? Once all the required fields have been populated the checkbox ?Notify contact that their account has been created? must be filled. This will open up a new checkbox to ?Include password reset link in the email?. This box must be filled as well to ensure the new contact can set their login for Customer Experience Portal.

9.? Click Save

Documentation with Screenshots