Creating a Contact

1. There are multiple ways to start the process of creating a new Contact. Use any of the methods available below.

   1. From the top menu, select New, Activities, Contact or

   2. From the Home, Client Management, or Portfolio Management tabs, click the Activities page.

2. In the left navigation tree, under Contacts, click Contacts.

3. From the toolbar above the grid, click New. The appearance of your contact record depends on the e-mail server you established under Home, Settings, Personal Settings, Email Server Settings. The instructions below refer to a contact created through the Morningstar Office e-mail server.

4. Enter contact information on three tabs: General (name, address, contact information), Details, and Additional Info. First name and Last name are the only required fields.

5. When you are done entering information, click the Save and Close button.