> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a new contact

> How to create contact in SuperOffice.

You can add a contact to SuperOffice CRM in multiple ways:

* From the **top bar** or **Company screen** (steps below).
* [Scan a business card][1] using the SuperOffice Mobile CRM app.
* [Bulk import contacts][2] (requires Administrator rights).

## Steps

1. **Open the Contact screen:**

   * Click **New** on the **top bar** and select **Contact**.
   * Or, go to the required company in the **Company screen**, select the **Contacts** section tab, and click the **Add** button.

2. **Provide essential contact details:**

   * Enter the **First name** and/or **Last name** (mandatory: at least one must be filled in)
   * Optional: Choose salutation (***Mr/Ms***)
   * Select the **Company**:
     * Start typing to search for a company or select **(No Selection)** if the contact is not linked to a company.
   * Optional: Add a **Contact image** by dragging an image file onto the image field or right-clicking to upload.

   ![Empty Contact card showing required First and Last Name fields highlighted and optional fields like Title and Company. -screenshot][img1]

3. Fill in the **Contact** tab fields.

   * Fill in the **Country** field. This updates the address format for that country automatically. The default country is the country recorded for the company.
   * Complete any additional fields as required, such as **Mobile**, and **Email**.

4. Add further information in the **Details tab** (optional):

   * Enter key details like **Position**, **Birth date**, and **Preferred language**.
   * Add contact-specific communication details: **Website**, **Chat**, and **Internet phone** (for example, Skype or Microsoft Teams).
   * If applicable, set Service priority and select an Our service contact (requires a **Service Premium** license, a **CEP** license, or the **Growth** plan).

   ![Contact Details tab with additional fields -screenshot][img2]

5. Go to the **Interests** tab to set interests and subscriptions:

   * Check the boxes for relevant interests (defined in Settings and maintenance).
   * Configure **E-marketing/subscriptions** for legal consent on email campaigns.

6. **Review privacy settings:**

   * Click **Legal basis** at the bottom of the Contact card to [review or update GDPR consent][7] and privacy information. Click **Close** when you are done.

7. **Mark as a former employee** (optional):

   * Check **Former employee** if the contact has left the company. Former employees do not appear in contact lists or projects.

8. Click **Save** to store the contact details.

The contact information is then saved in the database and displayed in the contact card. If you linked the contact to a company, the contact will be displayed in the **Contacts** tab in the Company screen.

<h2 id="fields">
  Key fields explained
</h2>

The following fields are available in the Contact card. Some fields are filled automatically, while others require input.

<Note>
  Fields and layout may vary based on [Screen designer][9] configurations and other UI customizations.
</Note>

<Tabs>
  <Tab title="Contacts tab">
    **Basic details:**

    * **First name** / **Last name**: At least one of these fields must be filled (mandatory).
    * **Salutation**: Optional. Choose **Mr/Ms** based on the contact's preference.
    * **Title**: Enter the contact's position or job title.

    **Contact information:**

    * **Email**: Add multiple email addresses with descriptions, such as *Work* or *Private*.
    * **Mobile** / **Direct phone**: Add multiple phone numbers with labels, such as *Mobile* or *Work*.
      * Press **TAB** or click outside the table to save entries.

    **Address:**

    * **Home address**: Complete the contact's address details.
      * The address format updates automatically based on the **Country** field.
    * **Country**: Specifies the country of the contact. Defaults to the country linked to the company.
    * **Use as postal address**: Check this box if you want direct mail sent to the contact's address instead of the company address.

    **Inherited fields:**

    * **Our Contact**: Automatically assigns your name. Click the arrow to choose someone else from your organization.
    * **Category**: Select from a predefined list. Defaults to the company's category if linked.
    * **Business**: Select the relevant business type. Defaults to the company's business type if linked.

    **System fields:**

    * **Number**: Auto-generated as the next available contact number if configured in **Settings and maintenance**. You can edit this manually if required.

    Three of the user-defined fields from the **More** tab may also be displayed here, as defined in Settings and maintenance. The fields displayed can vary from user group to user group.
  </Tab>

  <Tab title="Details tab">
    **Personal information:**

    * **Position:** Select the contact's position or job title from a predefined list (configured in **Settings and maintenance**).
    * **Birth date:** Add the contact's date of birth.

    **Communication details:**

    * **Website:** Enter a URL for the contact's website, LinkedIn, Facebook, or other pages. Include a title for clarity.
    * **Chat**: Add chat application addresses (such as Microsoft Teams or Google Chat). Select a service provider from the list.
    * **Internet phone:** Add a VOIP address, such as Skype or another internet-based phone service.
    * **Direct fax:** Enter the contact's fax number.

    **Service-specific fields** *(requires a **Service Premium** license, a **CEP** license, or the **Growth** plan)*

    * **Preferred language:** Select the contact's preferred language for all reply templates.
    * **Service priority:** Set the priority for new service requests (for example, Low, Medium, High, or custom). Defaults to company priority if not set.
    * **Our service contact:** Choose a service representative to manage this contact's requests.

    **Private fields:**

    * **Private**: Add personal phone numbers or contact details not linked to the company.
  </Tab>

  <Tab title="More tab">
    Enter any [custom fields][12] specific to your CRM setup.
  </Tab>

  <Tab title="Interests tab">
    **Interests and subscriptions:**

    * **Interests**: Select the contact's interests by checking the relevant boxes. Interests are used to create targeted selections, such as for mailings or campaigns.

      * Interests are predefined in **Settings and maintenance**.
      * A dot appears next to the **Interests** tab name when one or more interests are selected.

    * **E-marketing/subscriptions**: Manage consent for sending email campaigns.

      * If the contact has agreed, enable the **E-marketing** option to confirm legal consent for sending mailings. This automatically sets the legal basis to **Legitimate interest**.
      * Specify subscription types to determine which kinds of e-marketing the contact agrees to receive.
      * Subscription options can also be adjusted by the contact through a customer portal.
  </Tab>

  <Tab title="Note tab">
    [Add free-text notes][5] about the contact.
  </Tab>
</Tabs>

<h2 id="interests-tab">
  Add interests
</h2>

Interests are useful for creating targeted selections, such as marketing campaigns for specific groups. For example, defining *reference account* as an interest lets you quickly create a selection of all reference accounts.

1. Go to the **Interests** tab.

2. In edit mode, select relevant interests by checking the boxes. Available options are defined in **Settings and maintenance**.

3. If you select one or more interests, a dot appears next to the tab name.

4. Click **Save** to store your changes.

## Tips

* You can add multiple phone numbers, emails, and other entries with descriptions (for example, Switchboard).

  If you click the contact's email address in the **Contact** tab, you can click the required email address in the list that appears. A blank email message opens, with the email address entered in the **To** field.

* Use the phone icon to call directly if your system is configured.

* If the contact is part of a company, fields like **Category**, **Business**, and **Our Contact** inherit company values but cannot be edited.

* Go to the [Relations section tab][8] to link this contact to other companies or contacts.

[1]: /en/mobile/contact/scan-business-card

[2]: ../../admin/import/index

[7]: ../../security/privacy/learn/edit-legal-base

[8]: ../../learn/basics/relations

[5]: ../../learn/basics/notes

[9]: ../../customization/screen-designer/admin/index

[12]: ../../custom-objects/learn/more-tab

[img1]: /media/loc/en/contact/new-contact.png

[img2]: /media/loc/en/contact/contact-details.png


## Related topics

- [Add contact as a favorite](/en/learn/basics/fav.md)
- [Scan a business card](/en/mobile/contact/scan-business-card.md)