Creating Contacts

Contacts form the foundation of your customer database in Oncord. Whether you’re managing individual clients or entire organizations, adding contacts is the first step to building strong, data-driven relationships.

How to Create a New Contact

1. Navigate to Dashboard > Customers > Contacts.
2. Click the New Contact button at the top of the page.
3. Select the type of contact you’d like to create.
4. Enter the contact details.
5. Click Create Contact.

Once saved, the new contact will appear in your Contacts list.

Types of Contacts

Oncord has two types of contact records: Individual and Company.

• Individual – Designed for personal records such as customers, members, or leads.
  
• Company – Designed for businesses or organizations.
  

To set the type of contact record, create or edit an existing contact and set the Contact Type to Individual or Company

When viewed in a list, they are represented by the following icons: