Creating Accounts & Contacts – Lumary

When you start engaging with a new provider or organisation.

1. Go to Accounts tab.

2. Click New.

3. Select the type of Account you want to create.

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4. Click Next.

5. Complete the details.

6. Click Save.

NOTE: Each Account type will require different types of information. Go through the fields and complete all information you have available.

Remember, mandatory fields are marked with a red asterisk and must be completed before saving.

You have created a new Account.

Accounts can be edited anytime. It’s important to keep them up-to-date.

1. Open Account and click Edit.

2. Make your updates.

3. Click Save.

You have edited the Account. It’s now fully up-to-date.

Contacts always belong to Accounts. Search or set up the Account first, then add the Contact from the Account.

1. Search the Account that this Contact belongs to and open the record.

NOTE: If the Account doesn’t exist, create the Account first.

2. Go to the Related tab

3. In the Contact related list, click New.

4. Select the type of Contact you want to create.

5. Click Next.

6. Complete the details.

NOTE: Each type of Contact will require different types of information. Go through the fields and complete all information you have available.

Remember, mandatory fields are marked with a red asterisk and must be completed before saving.

7. Click Save.

8. A new Contact has now been added to the Contact related list.You can click on the hyperlink to view the full Contact record.

You have created a new Contact for this Account.

Contacts can be edited anytime. It’s important to keep them up-to-date.

1. Open Contact and click Edit.

2. Make your updates.

3. Click Save.

You have edited the Contact. It’s now fully up-to-date.