To create a new contact in your Legacy Architects app, click the New Contact button at the top right.
A pop-up will appear. Complete the fields in the pop-up as completely as possible. Take note of the checkboxes where you can indicate whether an email address (that for the the single or primary person, and/or that for their spouse or partner) should be sent an email invitation to activate and join their client vault.
Once you click "Create Contact," you will be taken immediately to the contact record where you can see the data you entered. You can also note the status of whether an email address was invited to activate and join their client vault.
