Create a Contact Record

This method of creating contact records should not be used by integrated software accounts.  Contact records created using this method will not be synced with the customer's record in your management software.  Contact your Merchant Services support team for information on creating contact records that will sync with your management software.

All other platform users can follow the steps outlined in this article to create new contact records.

Navigate to the Contacts Page

  1. Log in to the portal.
  2. Use one of the following options to open the Contacts database.
    1. Select Contacts from the left-hand menu.

    2. Select Locations from the left-hand menu.
      1. Click the Contacts tab.

Create the New Record

  1. Click the Add Contact button in the top right-hand corner of the Contacts tab.

  2. Complete the contact form.
    Note:  Required fields are marked with a red asterisk (*).
  3. Click the Save button.
  4. The Contacts Overview page will open once the record is saved.