Step 1 – Click on Membership
Step 2 – Click on Contacts – this will direct you to the all contacts screen
Step 3 – Using the search bar, search to see if the contact you are about to create does not already exist.
Step 4 – Click on +New on the top of the all contacts screen. New Contact screen will appear.
Step 5 – Fill in all the required fields by clicking next to the field.
Step 6 – Scroll down the page to Addresses.
Step 7 – Select address country. You can manually input the country, or search counties by clicking on the magnifying glass on the address search bar.
Step 8 – Once country has been selected, a address lookup function will appear below. On the search, insert postcode and click search, an address drop down menu will populate.
(small tip, if you place house number, comma then postcode, it will autofill for you. Eg. 1, SL6 9QH)
Step 9 – Click on the box to select the Invoice & Delivery address to be as same as Correspondence address. If not, follow step 8 on the Invoice and Delivery address lookup.
Step 10 – Click on Save to create the contact. Save and Close if your all done with this contact.