Adding a New Contact

The CACS Enterprise Browser allows you to add a new contact to an account. You can add contact information entries that relate to the primary or secondary accountholders, comakers, guarantors, attorneys or any other party. Whenever you add a new contact to an account, the CACS Enterprise Browser automatically records your User ID and the current date on the contact information.  

To add a new contact entry:

1. From the Contacts view, click Add. The CACS Enterprise Browser displays the New Contact dialog. This dialog box is a scrollable box.  Click Back to top at any time to return to the top of the dialog box.
2. Enter the contact name and address.
3. Select an Address Relationship option.
4. Select a status from the Status drop down list.
5. Enter the Social Security Number or Tax Identification Number.
6. Select the Type associated with the Social Security Number or Tax Identification Number.
7. Select the Block Letters check-box if you wish to prevent the CACS Enterprise Browser from generating any correspondence to the contact.
8. Enter the E-mail address of the contact, if applicable.
9. Select a language preference from the drop down list.
10. Enter the phone number of the contact.
11. Select Type of phone number from the drop down list.
12. Select Availability from the drop down list.
13. Select whether the phone number is in a North American format or an International format from the Format drop down list.
14. Enter a brief memo in the Memo field. (Optional)
15. Click OK. The CACS Enterprise Browser closes the New Contact dialog and adds the contact’s information to the Contacts view.
16. Click Clear to clear the contact information you entered.  The dialog box remains open so you can continue to enter information.
17. Click Cancel to clear the contact information and return to the Contact view without saving any information you entered.