You can add contacts from anywhere in the application using the Add Contact menu option in the navigation toolbar.

To add a contact:

1. Click the Add button and select the Add Contact menu option in the navigation toolbar.
   The Add Contact dialog opens.
2. In the Detail tab, provide information about the contact, for example, enter the contact's name, date of birth, and household and company information. The First and Last name fields are required. The Status, Tier , and Service Level fields are also required. Additional tabs contain more information that you may want to track about the contact, and are reflected on the contact profile.
   A tier is a property assigned to contacts to determine what kind of service plan they will receive. Tiers can be mapped to service levels in the NexJ Admin Console so selecting a tier can also change the value in the Service Level field.
   The Tier field does not display in the Detail tab if regionalized tier functionality has been enabled.

3. [Optional] In the Rep Code field, click the Select button  . In the Select Rep Code dialog, select your rep code to restrict access to the contact to yourself and to other users higher in the hierarchy. Then, click OK to close the Select Rep Code dialog.
   

   The Rep Code field is available only if the Hierarchical Access Model is enabled. Contacts, companies, or households that do not contain rep codes can be accessed by all users.

4. In the Communications zone, click the Add button  and select a communication method. In the dialog, enter communication details for the contact, then click OK . For more information on communication methods, see Managing communication methods.
5. In the Addresses zone, click the Add button  and select an address type. In the dialog, enter address details for the contact, then click OK . For more information on addresses, see Managing communication methods.
6. In the Categories tab, you can assign categories to the contact. For more information on categories, see Managing categories.
7. Because clients in different geographic regions may be valued differently in those regions, you can set tiers by geographic regions. For example, you may have a client that does a lot of business in the USA region and some business in the Canada region. You can assign a higher tier value to your client's USA region to identify that the client does more business in the USA instead of Canada. If regionalized tiers functionality has been enabled, the Tier & Rank tab is available where you can:
   1. Select a region from the Region drop-down field.

   2. Select a contact tier from the Tier drop-down field.
      

      If you do not a select a region and a contact tier, the system defaults to provide Unassigned as the global tier that applies to all regions.

   3. Click Add to add your information.

   You can then enter additional regional tiers by repeating the previous substeps.
   

   You can provide a ranking in the Rank field for your client. For example, you may want to rank clients numerically and rank a client who generates the most revenue as your number 1 client. You can also select a tier for the global tier, provide a rank for the global tier, and set a tier as the preferred tier.

8. Click Save and Close to return to the application window, or Save and Add Another to create additional contacts.

If the Hierarchical Access Model is enabled and you have provided Rep Codes for your new contacts, you will be able to filter your list of contacts by Rep Code in the Contacts workspace.

Adding companies

You can add contacts for the following company types: company, institution, or service provider.

Add a company to represent a corporate client that issues securities. Add an institution to represent an institutional client that trades securities through your company. Add a service provider to represent an organization that supplies services for an event.

This topic applies only when Capital Markets functionality is enabled.

To add a company, institution, or service provider:

1. Click the Add button and select the Add Company menu option in the navigation toolbar.
   The Add Company dialog opens.
2. In the Company field, enter a name for the company, institution, or service provider.
3. [Optional] In the Parent field, you can enter the name of the parent company or click the Select button  to select a parent company.
4. In the Status drop-down, select the status of the company. For example, select Prospect or Client.
5. In the Tier drop-down, select the property that determines the kind of service plan the company will receive.
6. In the Type drop-down, select a company type:
   • To add a company, select Company.
   • To add a corporate institution, select Corporate.
   • To add an institution, select Institution.
   • To add a service provider, select Service Provider .
7. [Optional] In the Bio field, you can enter a description of the company.
8. If you want to provide contact information for the company, institution, or service provider, in the Communications field, click the Add button , then select a communication type. In the dialog that opens, add contact information, then click OK.
9. If you want to provide an address for the company, institution, or service provider, in the Addresses field, click the Add button , then select an address type. In the dialog that opens, add address information, then click OK.
10. To assist with providing customer service, companies can use tiers for regions where they have clients, which determine the type of customer service that is provided. If regionalized tiers functionality has been enabled, the Tier & Rank tab is available where you can:
    1. Select a region from the Region drop-down field.

    2. Select a tier from the Tier drop-down field.
       

       If you do not a select a region and a contact tier, the system defaults to provide Unassigned as the global tier.

    3. Click Add to add your information.

    You can then enter additional regional tiers by repeating the previous substeps.
    

    You can also provide a ranking in the Rank field for the regional tier, select a tier for the global tier, and provide a rank for the global tier.

11. Click Save and Close .
    The Add Company dialog closes.

The company, institution, or service provider is added as a contact.

Adding funds

Add funds to represent money managed by a fund manager on behalf of individual investors. You must specify the institution to which the fund belongs.

Before adding a fund, you must add the institution to which the fund belongs.

This topic applies only when Capital Markets functionality is enabled.

To add funds:

1. Click the Add button and select the Add Fund menu option in the navigation toolbar.
   The Add Fund dialog opens.
2. In the Fund field, enter a name for the fund.
3. To define the institution to which the fund belongs:
   1. In the Parent field, click the Select button .
      T he Select Company dialog opens.
   2. Use the filter to search for institutions.
   3. Select an institution.
   4. Click OK.
      The Select Company dialog closes. The selected institution displays in the Parent field.
      
4. In the Type field, select the type of fund.
5. If you want to provide contact information for the fund, in the Communications field, click  the Add button , then select a communication type. In the dialog that opens, add contact information, then click OK.
6. If you want to provide an address for the fund, in the Addresses field, click the Add button , then select an address type. In the dialog that opens, add address information, then click OK.
7. Click Save and Close .
   The Add Fund dialog closes.
   

The fund is added as a contact.