Creating a New Person Contact

Maintaining an accurate Contacts list is essential for maximizing CIM’s functionality. When creating a new Person Contact, you fill out basic fields such as First Name, Last Name, Business Email, and Company, and CIM will check for duplicates in your personal and Firm Contacts. You can also choose to share the Contact with the firm—while protecting confidential details—by adjusting options like Add to My Contacts and using the lock icon for sensitive information.

Maintaining an accurate list of Contacts is essential to maximize Client Insights functionality. You can create a new Contact for a person, described here or for a Company. When creating a Contact, you can choose to share the Contact and protect fields to maintain confidentiality. As you create a new Contact, CIM will determine whether the Contact is a duplicate of an existing Contact.

To create a New Person Contact:

1. From any page, click the Global Add Button .
2. Select Add Person. The Add New Person Contact form will display.
3. Complete the form:
   1. Optional: Enter Contact's First Name.
   2. Enter Contact's Last Name.
   3. Optional: Enter Company name. InterAction+™ will search for the Contact's name or Business Email in your personal Contacts and the Firm's Contacts. If similar Contacts are found, they are displayed.
4. Do one of the following:
   1. If one of the displayed Contacts match your criteria, select it. This means that the Contact is a Firm Contact.
   2. If the Contact you are adding does not already exist, mark the None of these. Add Contact as new check box. This option means that the Contact is not a Firm Contact.
5. If you are adding a Contact that is already a Firm Contact:
   1. Click Next >.
   2. Optional: Deselect the Add to my Contacts slider if needed.
   3. Optional: Deselect the Do you know this Contact if needed.
   4. Save your changes.
6. If you are adding a Contact does not already exist as a Firm Contact, enter the following if needed (these fields are all optional):
   1. Select the Preferred Correspondence Language for the Contact.
   2. Select the Contact's Gender.
   3. Enter the Contact's Company.
   4. Enter the Contact's Job Title.
   5. Enter the Contact's Direct Phone.

   6. Enter the Contact's Primary Email.

      If you are sharing the Contact with the firm, you can restrict some information by clicking the lock icon on the same row as that information.

   7. Select the Contact Type(s) from the list
   8. Optional: Deselect the Share with the Firm, Hide from my proxy, and/or Add to My Contacts as needed.
   9. Define the Contact Updates as needed.
   10. Click Next >.
   11. Enter the address information.
   12. Optional: Mark the Send mail to this address if needed.
   13. Enter additional Contact information if needed. Use the lock icon to keep the information confidential.
   14. Optional: Add the URLs for LinkedIn, Instagram, Facebook, and X accounts.
   15. Save your changes.

7. Optional: In the final step, a popup notification will notify users that they can add or edit marketing lists, working lists, or categories. Click Yes to continue, or No to bypass. 

   Clicking No will bypass the setup, but you can always update your contact later via the Manage Contacts page.

    

   Clicking Yes will open the Manage Details window. Click the check box(es) in front of the detail(s) to which you want to add the Contact, or opt for a bulk selection. 

   For Lists, you can select from Favorite Lists or All Lists from the drop-down list.

   The available options may vary based on the type of contact. For example, for firm-only Contacts only certain fields (such as Marketing Lists) are shown. 

   Click Save.