- Click the name of the contact for whom you would like to create a Contact record in AIM. In this example, we click Bill.
- Click the New Contact button that appears.
- You will be redirected to a form where you may fill out relevant information about your new Contact.
Note: The Account field is mandatory for new Contacts. Click the magnifying glass next to the Account field and search for the account name to see if it currently exists within your AIM database. If the Account does not exist, proceed to Create New Account.
- Fill out relevant information and click the Create button.