Creating a New Contact

In this chapter, we will touch upon how to create a contact.

Creating a contact in the form of a private person

Go to contact management ➤ private persons

Click on New, after which the following screen appears, as shown below:

For optimal use of BaseNet create the contact card as elaborately as possible by filling in all relevant fields

*BaseNet makes use of a postcode search tool. By entering the postcode and street number followed by clicking on the blue magnifying glass to have the remainder of the address information automatically completed.
If the company information of the private person have already been entered into BaseNet the concerning company address can be copied by linking the company with the private person.

The ‘Other’ lets you enter personal information appertaining to the private person such as National insurance number, date of birth, citizenship, etc.

The ‘Partner’ tab lets you link the private person’s partner. If the private person has not yet been entered in BaseNet, a new private person contact can be created from this same ‘Partner’ tab. To do so, click on ‘New Partner’.

Creating a contact in the form of a company

When clicking on new, a window appears as shown below.

Fill in all fields. By clicking the ‘Search address with postcode and street number’ button, the system will automatically fills in the street and city. Please make sure to check the ‘Other’ tab to select a default title for the addressee and the ‘private person contact’ button to add any private persons if applicable. To add the contact to the Rolodex click on Save, this generates the contact in the system.

Creating a contact in the form of a private person

Company settings➤ Private Person

There are several ways of creating a contact in the form of a private person. Contacts can be created either directly within a company contact, through the contacts field, or through the short cut drop-down menu.

Creating a contact in the form of an individual

*It is possible to create a new contact in the form of a company during the same process of creating a contact in the form of a private person.
Enter the company name in the field which has been circled red. As soon as you click on Save a new contact in the form of a private person is created simultaneously with a new contact in the form of a company.

Click on “actinbutton” at the top of the window and opt for “New contact in the form of a private person”. A new window now appears where you can enter the information appertaining to the contact in the form of a private person.

In this screen enter the information appertaining to Name, Address and City. The Title field (before) and Title field (after) can be used to fill in titles such as Mr., Dr. or for example (MBA). Such titles are applied when sending mailings/ newsletters.
Do not forget to enter the P.O. Box. This address is used when sending letters or mailings to the concerning private person.

*The only mandatory fields are “Surname” and “Company”.

In the center of the screen you will find the “Company” field. Here you can indicate which organisation or private person is representing the company. To link a company you can enter the company name of which a contact card has already been created and subsequently enter the “tab” key to link the company. If the company does not easily appear by way of search you can use the magnifying glass for more defined search options.

The contact can be saved by clicking the Save/ Quit button in the left top corner of the window. The contact has now been entered and generated.

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