Adding New Contacts
New Contacts can be added to versaCRM by selecting the Create New option on the Navigation Header and selecting Contact
This will display the Contact Details window where the new contacts details can be added and saved to versaCRM. Be sure to click the Save icon () or Save and Close after filling in the required fields.
NOTE: New versaCRM Records can only be created by Users that have been assigned the Security Profile that is set for the Application Property DefaultCRMSecurityProfileID in the Global Settings.