Create a Contact for an Account

To add a new contact, you must first have an account to "attach" the contact to. If the contact’s account has not been created, see Creating a New Account.  Every contact must have an account.

• Select Accounts>Search from the OPERA Main Menu.
• The Account Search screen displays. Select the Contacts button.
• The Contacts Search screen displays with the account's name. Select the New button.
• The Contacts screen displays. Enter relevant information into the Address Information fields. The address should have copied over from the Accounts screen.
• Enter the information for the Internal Information, Personal Information and Communications fields.
• Select the Save button.
• A warning prompt displays if any mandatory fields were left blank. Select the Close button.
• The Contacts search screen displays and the new contact appears in the list.