SugarCRM Tutorial

How to Create Contacts in SugarCRM

First, contacts are people that are related to sales accounts. There is a tab Contacts and it brings you to a list with all the contacts. Contacts can be added from this page. You may also add contacts directly from the left Shortcuts menu on the home page.

When you click on the link Create Contact on the left Shortcuts menu, you are taken to a page with numerous fields. You can store quite detailed information for your contact there. It is not necessary to fill in all the fields, except the Family Name by which the contact is saved.

You can also add a contact with the shortcut Enter Business Card from the left menu. What is different here is that there are fewer details provided. Another way to import a contact from a vCard is by uploading the file. The link to this can be found on the Shortcuts menu in Contacts tab.

It may be useful to know that Contacts can be exported to a .csv file (Outlook compatible). You can do this by checking the box next to the Contact's name and clicking the red Export link at the top/bottom of the list.