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Add New Contact

This article provides an overview and step-by-step guide for adding and managing external contacts in your company's workspace using the Contacts feature.

Written by Carmela Flores

Overview

This guide explains how to add and manage individual contacts, helping maintain accurate contact records, prevent duplicate entries, and ensure contact information remains up to date within the system.

Process

Add an Individual Contact

  1. Navigate to the Contacts module.

  2. Click Add New Contact.

  3. Enter the user's Email Address, First Name, and Last Name for the company you are adding.

  4. Once added, you will be prompted to provide the following information:

    • Company

    • What does the company do? (Choose the appropriate workspace according to the company's function.)

  5. Click Save User.

Note: Entering a user's email address searches the Ingenious global database to prevent duplicates. If the contact already exists, you will see the message: "User is already in the contact list."

Edit Contact Details

Important: You can only edit the details of off-system companies. For on-system companies, any updates to company information must be made by the company through its own account.

  1. Select the contact you want to edit from the contacts list or search for the contact by name.

  2. Click Edit Details in the upper-right corner and update the contact information as needed.

  3. When finished, click Save in the upper-right corner to save your changes and return to the contacts list.

Properly managing contact records helps keep information accurate, organized, and accessible for effective communication and collaboration.

Also See

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