Creating a contact record

1Click New > Contact > Create.
A form appears.
2In the General Information section, enter the basic details.
Note: To add an image, type a URL in the Image field. You can add images with the JPEG, JPG, PNG, TIFF, SVG, and GIF formats.
When you enter the details, Supplier 360 SaaS searches for similar records based on the exact text that you enter. You can view the similar records. If you find any record matching with the current record that you create, you can select the matching record and discard your changes.
If validation errors appear, fix the errors.
3To view the similar records, perform the following tasks:
1. aClick Similar Records.
2. bTo view the details of the record, click the title of the record.
3. cIf the opened record is the same as the one you plan to create, click Accept in the Similar Records panel.
4. dClick OK.
The selected record opens, and your changes are discarded.
4To add an entry to a section, perform the following steps:
1. aTo add an entry to a section, click Add.
2. bEnter values in the fields that appear.
When you add values, the system assigns a field group ID to the entry.
3. c If validation errors appear, fix the errors.
4. dApply the changes.
If the section has data quality issues, you can view the number of information, warnings, errors, and other issues in the entry. You can view the data quality issues or continue adding data to the record.
5To add a related record, expand the Related Records section, and click Add.
6Save your changes.

Action	Description
Submit	If no approval is required, you can directly submit your changes, and the record is saved.
Send for Approval	If approval is required or is optional, you can send your changes for approval. When you send for approval, a review task is created and available for approvers to review. An icon appears after a few seconds to indicate that the record has pending changes.

If the record has data quality issues, a confirmation message appears. You can view the data quality issues or continue to save your changes.
Note: If multiple sections of a record are available in the edit mode, save or cancel the changes in each section before you submit or send it for approval.