How to Create a New Contact in an Account

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This guide will show you how to add a new contact to a clients account in ARC.

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1. Why is contact information important?

Keeping contact's information updated ensures the right people receive the right communication and access. The contact type controls what info they get and their Customer Portal access. Staying current helps avoid delays, ensures responsibilities are managed, and strengthens client relationships. Why is contact information important?

2. Click "Accounts"

In the ARC dashboard, navigate to the Accounts tab on the left side of the screen Click 'Accounts'

3. Click "Accounts"

Navigate to the "Accounts" section. Click 'Accounts'

4. Search for account

Search for the account name in the search field. The other fields are not required but can be used to help filter your search. Search for account

5. Click on account

Select the account by clicking on the name from the list. Click on account

6. Click "Contacts"

Access the "Contacts" section. Click 'Contacts'

7. Click "Add Contact"

Click the green "Add Contact" button on the right side of the page. Click 'Add Contact'

8. Enter name and select "Contact Type"

Enter the contact's first and last name and under "Contact Type" select all that apply. Enter name and select 'Contact Type'

9. Contact Types

The Contact Type determines access to the Customer Portal and the communication they receive. A primary contact has full portal access and will receive all communications unless other primary contacts are added. Billing contacts receive emails such as invoices, reminders and have access to the invoices and agreements tabs. Ad Production contacts receive emails such as ad deadlines, revisions, proofs and have access to the ads tab. Digital contacts receive digital related emails and have access to the digital tab. The other contact type gives no portal access. Contact Types

10. Enter contacts title and email address

Next enter the contacts title and email address if needed. Enter contacts title and email address

11. Enter contacts phone number and any special dates to remember

Next fill in the contacts phone number. You can also add in a special date such as their birthday or the day they signed their contract. Then note if this is a recurring event. Enter contacts phone number and any special dates to remember

12. Click "Create Contact"

Finalize and create the new contact. Click 'Create Contact' This guide explained how to add an additional contact to a clients account in ARC.