Creating/Editing Contacts

The "Add New Contact" form allows you to input detailed information about applicants into your system, ensuring you have all necessary details for communication and relationship management and seeing their application history at a glance.

Accessing the Add New Contact Form

To add a new contact:

  1. Navigate to the 'Contacts' section from the main menu.
  2. Click on the '+ Add contact' button.

Filling Out the Add New Contact Form

Basic Details

  • First Name: Enter the contact's first name.
  • Last Name: Enter the contact's last name.
  • Application Email: Provide the email address where the contact will receive notifications or communication.
  • Contact Telephone Numbers: Add telephone numbers for the contact. This can include mobile and/or landline numbers.
  • Contact Location: Enter the location of the contact if relevant. This might be used to filter contacts by region or for sending location-specific communications.
  • External Profile URL: If the contact has a professional profile online (like a LinkedIn profile), enter the URL here.


  • First Line of Address: Enter the primary address line for the contact.
  • Second Line of Address: Provide additional address details if necessary.
  • City/Town: Specify the city or town for the contact's address.
  • State/County/Region: Enter the state, county, or region applicable to the contact's address.
  • Postal Code: Provide the postal code associated with the contact's address.
  • Country: Select the contact's country from the dropdown list.
  • Address Type: Choose the type of address you are entering (e.g., Home, Work, etc.).

Adding Multiple Addresses

  • Click on '+ Add Address' if the contact has more than one address that you need to record.

Saving the Contact

  • Once you have entered all the necessary details, click the 'Save Changes' button to add the contact to your database.

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