New Contact

When creating a new contact, a blank contact form will be displayed for you to fill out.

Required Fields

Some fields in the Contact View are mandatory when creating or editing a contact.
These required fields will be highlighted with a red warning message:

"Required Field"

Contact Validation & Conflicts

Depending on the uCRM Identifier Configuration, the system will perform validations before saving a contact:

If no conflicts are found → The contact will be saved normally.
If conflicts are detected → A Conflict Notification will appear.

Handling Contact Conflicts

If uCRM detects a potential conflict, you will be notified and given two options:

Cancel the action → Prevent the duplicate contact from being added.
Save as a temporary contact → The contact will be stored temporarily, and you will need to use the Conflicts Tool to:

• Merge it with an existing contact.
• Confirm it as a new permanent contact.

More details on Identifiers, conflict detection, and resolution can be found in another section of this documentation.