To add a new contact in SAM, simply click the “Add” button, which will display a popup window where you can enter the necessary contact details. Contacts are typically linked to an existing customer account, but it is possible to create standalone contacts as well. The contact’s name is mandatory, while other details, such as personal address or the associated site, are optional. Within this section, you can choose whether to make the contact visible to everyone in your organisation or keep it private for your own use.

Key data elements for adding a contact include:

Parent Customer: This typically refers to the organisation and its location where the contact is associated. If the contact is linked to a specific customer, this field helps track the relationship between the individual and the parent account.

Name: This field is auto-generated from the combination of the First Name and Last Name. The name field is also used when associating other records with the contact, such as in the “Regarding” field on activities or designating a primary contact for an account.