Create contact
An authorized user creates a new Contact linked to an existing Company.
When this happens: You click New Contact from Contact list, global + menu, or from a Company detail page's related Contacts section.
Step by step
- 1
Click New Contact.
EasyCRM shows the Create Contact form: First Name, Last Name, Email, Phone, Job Title, Department, Company (lookup, required), Lifecycle Stage, Owner (default: current user), Consent Given, and custom fields. If launched from a Company page, Company is pre-filled.
- 2
Fill in required fields (First Name, Last Name, Company) and optional fields.
- 3
Click Save.
EasyCRM checks inputs: names 1–100 chars; email valid format if provided; required custom fields populated. EasyCRM checks email uniqueness within the selected Company: no other active contact with the same email in this Company. EasyCRM runs duplicate detection across all companies: checks if the email exists on any other Contact. No duplicates found — creates the Contact record. EasyCRM takes you to Contact detail page. Toast: Contact created successfully.
Other paths
Duplicate email detected (different company)
If the email exists on a Contact in a different Company. EasyCRM shows a warning: A contact with email '[email]' already exists at [CompanyName]. Do you want to continue? Click Continue to continue. Or clicks Cancel — form remains open.
Contact without email
If email is blank. EasyCRM flags the record as incomplete internally (). Flow continues from step 8 — creation is allowed. On the Contact detail page, an Incomplete badge is displayed: Email address is missing
Created from company detail page
Click Add Contact on a Company detail page. EasyCRM opens the Create Contact form with Company pre-filled and read-only. Flow continues from step 3.
Consent provided
Checks the Consent Given checkbox during creation. If sets.
If something goes wrong
Duplicate email within same company
If another active Contact in the same Company has this email. EasyCRM shows an error: A contact with this email already exists in [CompanyName] Creation is blocked.
Company not found
If the selected Company ID is invalid or was deleted between page load and save. EasyCRM shows: The selected company no longer exists. Please select a different company
Good to know
- Contact must belong to exactly one Company.
- Email must be unique within a Company (blocked), but duplicate warnings across companies are non-blocking.
- Contact without email is allowed but flagged as incomplete.
- Consent fields should be populated at creation when known.