Create a Contact

The contact record is the primary record for individuals. CAMS can effectively track prospects, applicants, members, partners, etc. using the contact entity. For more details on the Contact entity including field descriptions, click here.

New Contact

  1. Navigate to Sales > Contacts
  2. Click the +New button in the ribbon bar. A blank contact form will open.
  3. Enter the required fields. These fields are marked with a red asterisk (*) 
  4. Click the Save or Save & Close button

Conditional Validation

It is important to note that the contact record contains extensive conditional validation for phone, fax and address fields. These fields are marked with a blue plus (+). 

The conditional address validation is based on the Country selected for the address. The country field includes the ability to require Street 1, City, State/Province and Zip/Postal Code. 

Note - Street 1, City, State/Province and Zip/Postal Code are required by default for the United States.

The country entry also contains formatting for phone/fax numbers and zip/postal codes. The system uses regular expression (regex) to determine the formatting. For more information on regular expression, refer to Wikipedia.

Note - The default for phone/fax for the United States is ^\d{3}-\d{3}-\d{4}$ (e.g. 703-555-1234). The default zip/postal code is ^[0-9]{5}(-[0-9]{4})?$ (allows for 5 digit zip codes or zip+4).

Finally, the country entity also allows you to customize the error messages displayed to staff users and portal visitors. 

Prefilling the Price Lists

The system prefills the price list on the contact form when the contact is created (or when it's updated and left NULL/blank) based on the Default Price List on the Settings entity.

Prefilling the Country

The system also allows you to prefill the country fields on the contact and account forms in CRM as well as the corresponding portal forms. These fields are located on the settings entity and are defaulted to Yes. Also note that the default country is United States. Setting the prefill fields to Yes will fill the country field(s) with the default country.


Note - If you set CRM prefill fields to Yes, the system will require the conditionally required elements detailed above. For example, if you set Mailing Address to Yes for CRM contact form you will either need to enter Street 1, City, State/Province ans Zip/Postal Code OR remove United States from Country before saving the record.

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