Learn how to create a contact directly from the Smokeball web app.
- Select the Contacts View from the leftmost menu.
- Select Add Contact.
- Alternatively, you can click on the Create New button in the upper right corner and select Contact from the dropdown menu.
- Alternatively, you can click on the Create New button in the upper right corner and select Contact from the dropdown menu.
- Select whether the contact you wish to enter is an individual person, business/organization, or trust. Your selection will change the contact details fields in the rest of the window.
- Enter the contact's details.
- You need to enter the contact’s name at minimum, but it is best practice to complete as many fields as possible.
- You can use the Address Search field to find an existing address or to pull up autocomplete suggestions.
- Select Save.
- Select Contacts from the left menu.
- Select Add Contact.
- Alternatively, you can click on the + icon in the upper left-hand corner and select Contact from the pull-down menu.
- Alternatively, you can click on the + icon in the upper left-hand corner and select Contact from the pull-down menu.
- Select whether the contact you wish to enter is an individual person, business/organization, or trust. Your selection will change the contact details fields in the rest of the window.
- Enter the contact's details.
- You need to enter the contact’s name at minimum, but it is best practice to complete as many fields as possible.
- You can use the Address Search field to find an existing address or to pull up autocomplete suggestions.
- Select Save.