How to create a new contact

You can create a new contact in one of two ways, either individually in the Glide system or in bulk using the Excel import tool.

Individually:

To create a new contact in Glide follow these steps:

1. Navigate to a client card that the contact will be linked to and click on the contacts tab.
2. Click on the add contact button.
3. Click on the create new contact radio button. Remember that if the contact already exists, either as a contact or an individual client, then you do not need to create them again as you can link them to multiple clients.
4. Enter the name of the contact.
5. As you are also linking to a client you can enter a description to describe the relationship to this client, you can also apply the first tag. Tagging is relevant if you wish to send this contact e-mail or SMS messages through the Glide system. You can read about this here.
6. Click create.
7. If you are planning to send e-mail or SMS messages to this contact through Glide you would then want to click on the contact's name and enter an e-mail address and mobile phone number.

In bulk using Excel import tool:

To import contacts using the Excel import tool you would follow the guidance here. There are only a few columns that need to be completed for a contact, as follows:

• Column A 'UniqueID' is the code for the contact and must be unique across all contacts and clients in the Glide system.
• Column C 'Type' is 500 for contacts.
• Columns E, F and G for the title, first and last names.
• You can also take the opportunity to import the e-mail address and mobile phone number should you plan to contact the client through the Glide system via e-mail or SMS. The exact column reference will depend on the number of custom fields you have.