> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Management

## Add a New Contact

<Steps>
  <Step title="Navigate to Contact Management ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-CM-Nav.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=d063c69fb8a45e20d8067d13e6089068" alt="BD CM Nav" width="1350" height="670" data-path="images/BD-CM-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select Create New Contact">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-CM-Add.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=a78f5612814d69a72248341d209b8cbb" alt="BD CM Add" width="1350" height="670" data-path="images/BD-CM-Add.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-CM-Add-C.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=22aa6802073b8ffaf81198ffea4e9b4f" alt="BD CM Add C" width="1350" height="1160" data-path="images/BD-CM-Add-C.png" />
    </Frame>

    Select **Create** to complete or **Cancel** to exit without saving changes. 

    <Info>
      The system checks for duplicate contacts using the email address. If a matching contact already exists, an alert will appear and a new contact will not be created.
    </Info>
  </Step>
</Steps>

## Add a Related Document

<Steps>
  <Step title="Select a contact">
    <Frame>
      <img src="https://mintcdn.com/bizbone/A1_vOM_PrjNb5hJ9/images/BD-CM-Select.png?fit=max&auto=format&n=A1_vOM_PrjNb5hJ9&q=85&s=e9e9e4148a169db56a8f7c8aaf630518" alt="BD CM Select" width="1350" height="648" data-path="images/BD-CM-Select.png" />
    </Frame>
  </Step>

  <Step title="Navigate to Document">
    <Frame>
      <img src="https://mintcdn.com/bizbone/A1_vOM_PrjNb5hJ9/images/BD-CM-D-Nav.png?fit=max&auto=format&n=A1_vOM_PrjNb5hJ9&q=85&s=0799c88d0f2f185aed9588af99b83256" alt="BD CM D Nav" width="1350" height="648" data-path="images/BD-CM-D-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select Add">
    <Frame>
      <img src="https://mintcdn.com/bizbone/A1_vOM_PrjNb5hJ9/images/BD-CM-D-Add.png?fit=max&auto=format&n=A1_vOM_PrjNb5hJ9&q=85&s=3e31615ca66767bb57288fc737445ece" alt="BD CM D Add" width="1350" height="648" data-path="images/BD-CM-D-Add.png" />
    </Frame>
  </Step>

  <Step title="Select a document type">
    <Frame>
      <img src="https://mintcdn.com/bizbone/A1_vOM_PrjNb5hJ9/images/BD-CM-D-Type.png?fit=max&auto=format&n=A1_vOM_PrjNb5hJ9&q=85&s=4b69696c33bb0ffce4cfdb77aa9c5ce1" alt="BD CM D Type" width="1350" height="648" data-path="images/BD-CM-D-Type.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    Select **Save** to complete or **Cancel** to exit without saving changes.
  </Step>
</Steps>

## Modify a Contact

<Steps>
  <Step title="Select an action">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-CM-Mod.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=77a483fba9d51cabcafeece156341286" alt="BD CM Mod" width="1350" height="648" data-path="images/BD-CM-Mod.png" />
    </Frame>
  </Step>

  <Step title="Confirm the action">
    * **Edit**: Fill in the required information. Select **Save** to complete or **Cancel** to exit without saving changes. 
    * **Delete**: Select **Delete** to complete or **Cancel** to exit without saving changes.
  </Step>
</Steps>
