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On this page
  • Create New Contact Overview
  • Form Fields
  • Description of Fields
  • Action Buttons
  • Description of Buttons
  • Additional Features
  • Description of the Close Icon
  • Conclusion
  1. Data Hub
  2. ADMINISTRATION
  3. People
  4. Contacts
  5. Contacts List View

Create New Contact

The Create New Contact view collects mandatory details (Entity, Name, Email) and optional Mobile, with save, cancel, and exit options.

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Last updated 5 months ago

The Create New Contact view allows adding a new contact with three mandatory fields: Entity (dropdown), Name, and Email Address, plus an optional Mobile Number field. It includes Create and Cancel buttons at the bottom-right for saving or discarding changes, and a Close Icon in the top-right corner for quick exit. The layout ensures efficient contact entry.

Create New Contact Overview

Form Fields

The form is designed to collect contact information with three mandatory fields and one optional field. Here’s a detailed table.

Field Name
Type
Mandatory/Optional
Description

Entity*

Dropdown Menu

Mandatory

A dropdown menu to select the associated entity or organization for the contact.

Name*

Text Input Field

Mandatory

A text field to input the full name of the contact.

Email Address*

Text Input Field

Mandatory

A text field to input the contact’s valid email address.

Mobile Number

Text Input Field

Optional

A text field to input the contact’s mobile phone number, if applicable.

Description of Fields

  1. Entity

    • This dropdown ensures the contact is linked to the correct entity or organization.

    • It’s a required field, marked with an asterisk *.

  2. Name

    • This field is mandatory for identifying the contact.

    • Users must enter the contact's full name.

  3. Email Address

    • This required field collects the contact’s email for communication purposes.

    • The form validates for proper email formatting.

  4. Mobile Number

    • This is an optional field for entering the contact's phone number.

    • It can be left blank if not applicable.

Action Buttons

The bottom-right corner of the window features two buttons for saving or cancelling the operation. Here’s their functionality.

Button Name
Function

Cancel

Closes the form and discards all entered information.

Create

Saves the contact details after validating the mandatory fields.

Description of Buttons

  1. Cancel

    • Allows users to exit the form without saving any data.

    • Useful if the user decides not to proceed with adding a contact.

  2. Create

    • Validates the fields and adds the new contact to the system.

    • This button only works when all mandatory fields are correctly filled.

Additional Features

The form includes a Close Icon in the top-right corner, providing another way to exit the view. Details are provided below

Element
Function

Close Icon

Instantly closes the form without saving changes.

Description of the Close Icon

  • The close icon serves as a quick exit option.

  • It is helpful for users who prefer to close the form without interacting with the action buttons.

Conclusion

The Create New Contact window is a streamlined interface for adding new contacts efficiently. It ensures essential information is captured through mandatory fields for Entity, Name, and Email Address, while offering flexibility with an optional Mobile Number field. With intuitive action buttons (Create and Cancel) and a quick exit option (Close Icon), the window provides a user-friendly experience for managing contact data.

Create New Contact