Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.

  1. Home
  2. Poolwerx Guides Home
  3. Vital
  4. Vital | Water testing
Open navigation

Vital | Create a contact

Jasmine Babanto
Modified on: Fri, 7 Jul, 2023 at 9:46 AM
 Print

Are you looking to add a new contact to the Vital platform? Creating a new contact is simple and straightforward. 


Tip:

You can create a contact from three different areas, outlined below. The process and screen is the same for the contact details, however, just the creation origination is different. 

  1. Contacts Tab
  2. Within a Pool
  3. Lab Tab


Here's a brief overview of the Contacts Tab process:

  1. Log in to the platform
  2. Navigate to the Contact tab
  3. Click the 'New Contact' button
  4. Enter the Contct's details, including address and contact information
  5. Save the record

If you prefer detailed written instruction, we've got you covered. Click the PDF icon to download the step-by-step instructions.



To make things even easier, we've created a video tutorial that walks you through the Lab tab process. For optimal viewing, we recommend clicking on the full-screen icon  


17 STEPS

1.  In this tutorial, we'll guide you through the process of creating a contact in the Vital Platform from the Lab Tab

Step 1 image

2. To begin, navigate to the Lab tab and click the "New Contact" button.

Step 2 image

3. Choose whether the client is an individual or a company

Step 3 image

4. If the contact is a company, enter the company name. 

Step 4 image

5.  Select a category for the contact using the dropdown menu

Step 5 image

6. Enter the contact's first and last name

Step 6 image

7. Add a phone number by clicking on the "Add Phone Number" button

Step 7 image

8. Use the dropdown menu to select the phone number type and provide a label if needed, then enter the phone number

Step 8 image

9.  Click the "Save" button when finished

Step 9 image

10. Enter the contact's email address, plus any additional CC email addresses.

Step 10 image

11. Use the search address field to find the contact's address. Start typing the address and select from the available options.

Alternatively, you can enter the address manually into each address field. 

Step 11 image

12. Select the trading terms and the comms preference.

Step 12 image

13. Select a water test reminder preference. This indicates how the contact would like to receive a notification that their water test is due.

Step 13 image

14. Add any internal notes relating to the contact, plus any tags that are used in your business.

Step 14 image

15. Click "Create Pool" to link a new pool to the contact, or search for an existing pool. 

Step 15 image

16. Click "Create" to save the contact details entered. 

Step 16 image

17. That's it! You've successfully created a new contact in the Vital Platform.

 If you have any questions or concerns, don't hesitate to contact the support team.

Step 17 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2117217/Create-a-contact



 Next step 

Go Live

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.