How do I add company contacts?

There are two ways to add company contacts to Seraf, via Direct Input or via Import.

To add a company contact via Direct Input:

  • Go to Portfolio Management and select the tab for Companies.
  • Create a new company by selecting the button for “Add Company” or edit an existing company record by selecting the pencil icon in the appropriate row.
  • In the section for Management, select the button for “Add Contact”.
  • Enter the Contact Role from the drop-down list provided or select “Other”, which will then allow you to create your own custom Contact Role.
  • Enter the other relevant fields. Not all fields need to be completed.
  • Save your record by scrolling to the end of the company page and selecting “Save” or add another contact by selecting the button for “Add Another Contact”. 

To add a company contact via Import: 

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