Add a Contact

1. On the left, click the Contact Management navigation button to open the Contact List page.
2. In the View list, select the type of contact to filter the list: Individuals, Producers, Businesses, or Trusts.
3. Click the Add Contact button to open the Name and Address page in Contact Information.
4. (Optional) In the Contact section, select a Contact Type in the list: Individual, Producer, Business, or Trust.

5. Enter the Contact and Communication section information for the new contact. The input fields vary by contact type.

   In the Communication section for Producer contacts, entries are required in the Address, City, Zip and Phone fields.

6. Do any of the following:

   • If an alert appears next to Show Alerts on the banner, click Show Alerts to view a list of required contact information.

     An alert appears next to any inputs that require an entry. Enter the required inputs until no alerts appear next to Show Alerts. If necessary, click Show Alerts again until the required contact information is complete.

   • On the menu bar, click Save to save the contact information.

   • On the menu bar, click Close to close the Contact Information page and return to the Contact Management page.

     If you did not save changes or if inputs contain errors, a Close dialog box opens.

     • Click Yes to save your entries and close the page. ForeSight adds the contact to the Contact Management pages. If input errors exist, an Error message appears. Click OK on the message, fix the errors, and try again.
     • Click No to close the page without saving the new contact.
     • Click Cancel to return to the active Contact Information page for the new contact where you can add or edit contact information.