FinDash Docs ยท Reviewed 2026-08-09
Creating Contacts
Choose the right record type, then create a CRM-only contact or a full FinDash client account.
Open Create Contact
From the advisor dashboard or top navigation, click the plus button and choose Create Contact. The firm can use this flow for clients, prospects, family relationships, professional contacts, referral sources, organizations, and configured custom contact types.
Choose the type before entering details
Select the relationship or contact type first because it controls which default fields appear. Complete the required fields and any firm-specific fields. An organization record cannot be given an individual FinDash login.
Choose contact-only or account access
For an individual with an email, Create FinDash account for this contact is enabled by default. Leave it on only when the person should have a separate login. Turn it off for a CRM-only record. Creating the account does not send the client an activation email.
Handle an email that already exists
If the email already belongs to a FinDash account, the form blocks creation of a duplicate login. Uncheck Create FinDash account for this contact to keep a CRM-only record, or use Share Access to request access to the existing account.
Invite only after the record is ready
After saving, find the full account in Contacts. Open the row Actions menu and use Send Email Invite when the firm is ready for the person to activate their login. A CRM-only contact can be converted into a FinDash account later.
Step by step
- Click Plus: From the dashboard or top navigation, click the plus button and select Create Contact.
- Choose the record type: Select the contact type, then complete the fields shown for that type.
- Decide on a login: Keep Create FinDash account for this contact on for portal access, or turn it off for contact-only CRM tracking.
- Resolve duplicate email warnings: If the email already has an account, save contact-only or connect it through Share Access.
- Save and verify: Confirm the new record appears in Contacts with the expected contact/account status.
- Invite when ready: For a full account, use the Contacts row Actions menu to send the activation email.
Open this guide in FinDash Docs