Associating Contacts with a Country

  1. Navigate to the country to which you wish to associate a contact.
  2. Click on the name of the country to which you wish to associate a contact.

  3. Click on the Contacts link in the Navigation menu at the left side of the screen. This opens the “Contacts” window, and the contacts list is displayed.

  4. Click on the Add button in the top-left of the screen. This opens the “Create Contact in Country" window.

    Note: The search field can be used to locate and select existing CTMS contacts.

  5. Here we need to enter the mandatory metadata to create a contact i.e., Organization, First Name, Last Name, Contact Role, Email Address, and Status, as indicated by an asterisk (*) symbol next to the field title. Enter any additional information, as necessary.

  6. If any of the required fields are missing, an error will appear when we click on the Create button, displaying the fields that need to be filled to create a contact successfully.
  7. Finally, before clicking Create, verify all the fields are entered correctly in the Create contact window.
  8. Create contact in country window closes, contact record is created and displayed in the list.
  9. (Optional) Click Create or Create and Add Another depending on whether you intend to create another contact right away.