Add Contact

To add a new contact, click Add Contact on the top right-hand side of the Contacts list. 

Select Organisation or Individual

When adding an individual, their first and last name will be required. A business name can also be added for an individual but is optional.

The display name will be auto populated. This can be change if required. The display name will appear in the contact list and drop-down lists.

The business name can be found by searching for the business number

The display name is required and is the name that will appear in views and drop-down lists.

The role identifies how the contact is associated to a horse. A role is required for all contacts.

Options are

• Breeder
• Other
• Owner
• Practitioner
• Trainer

Add the contact details, address and website (if required) then Save the new contact.