Create New Contact in Outlook

You can create a new contact directly in Tier1 for Outlook side panel. When you select an email in your Inbox folder, select a meeting in calendar view, compose a new email, or schedule a new meeting, Tier1 for Outlook has two methods to create new contact.

Method 1: Creating a contact without context

In the toolbar, you can always create a new contact without any context. This opens the Client Center contact form where you must complete any required information defined by your organization.

Method 2: Creating a contact from an email or meeting

Alternatively, Tier1 for Outlook compares email addresses from your email or your meeting to existing contacts in your CRM. If any email addresses are not found Tier1 for Outlook will indicate this. Clicking on the Click to see all link displays a list of these unmatched emails. You can then click the icon to create a new contact. Contacts created using this method may have the account, name, and email fields prepopulated from the email or meeting.

Note that your organization may have duplicate checks in place to avoid contacts with the same email address or other critiera.