Overview

This article explains how to add a new contact from All Contacts.

If you want to add a contact whilst assigning them to a pupil, see MIS: How do I add a contact to a pupil's record?

Instructions

Follow these steps to add a new contact:

1. Select Contacts.
2. Select All Contacts.
3. Select Create:
   
4. From New Contact - Step 1: Basic Details:
   
   1. Enter the contact's details. As a minimum, you must enter the contact's Surname and Forename.
   2. We would recommend also adding a mobile telephone number, email address and address for the contact.
5. Select Next.
6. From New Contact - Step 2: Relationships, optionally:
   
   1. Select a pupil that the contact is Related To.
   2. Add a Relation Type.

   3. Check whether the contact has Parental Responsibility, is the Emergency Contact for the pupil, or has a Court Order Preventing Communication.

      If you select Court Order Preventing Communication, when using Comms Hub to communicate with parents, users will be prevented from selecting the contact.

7. If the contact has relationships with multiple pupils, for each additional pupil:
   1. Select Add.
   2. Repeat Step 6.
8. Select Save.

Outcome

The new contact is added to the MIS. A confirmation message is displayed confirming that it has been successfully created:

To make additional changes, see MIS: How do I edit / update a contact's details? and MIS: How do I edit / update a contact's details from a pupil record?

Related information

• MIS: How do I add a contact to a pupil's record?
• MIS: How do I edit / update a contact's details?
• MIS: How do I edit / update a contact's details from a pupil record?

Updated 02 October 2025 14:23