Creating contacts and contact persons in the activity card

View - Activity - Activity List

Via the activity list you are able create new contacts and contact persons directly in the activity card. This allows you to create contacts and contact persons without having to leave the activity card and navigate to the contact module to create them.

How to create contacts and contact persons through the activity card

Click View - Activity - Activity List and double click the relevant activity in the list or click New in the toolbar to create a new activity.
Then click Link in the New Activity window. In the upper drop-down list in the Filter window, ensure that you have selected Contacts.
Right click a contact in the list of contacts below and select New contact

-- or --

New contact person.
Enter the relevant information in the available fields and click OK.

You have now created a contact or a contact person in the activity card.