Create a new contact
Note: Kompass field labels can be customised for different Kompass customers. It is likely that some fields have different labels in your version of Kompass.
Steps
- Go to "Contacts" and click "Create":
- Complete the form and click "Save":
Fields
| Name | Description |
| Organization [required] | The organization this contact belongs to. |
| Title | Title (Mr, Mrs, etc) if used. |
| First Name [required] | First/given name. |
| Last Name [required] | Last name/ Surname/ Family name. |
| Email [required] | Email address for this contact. |
| Opt Out | Date when the user opted out of marketing information. This is a useful field if contact lists are used for marketing purposes. By default the contact is opted in because there is a business relationship. |
| Position | Contact's position or title in their company, e.g., Project Manager, CEO, Head of Department, etc. |
| Mobile Phone | Mobile/ cell phone number. |
| Office Phone | Office phone number. |
| Source [required] | How we obtained the contact details. Note that you can update the list of sources. Please speak with your Kompass champion. |
| Source Details | Additional details about how we connected with this contact. |
| Organization Address [read-only] | The address of the organization. |
| Contact Address (if different) | If the contact has a different address from the organization address (e.g., they are in a different office), then enter it here. If this address is not used, then the organization address will be used for the contact. |
| Notes | Any additional notes to record for the contact. |
| Tags | Tags linked to the contact which can be searched. |
| Inactive | Date after which, the contact will be marked as inactive. This is normally used when a contact has left their organization. Contact name will not be listed in the contacts list however, it will be listed in their organization page, marked as inactive. |