Welcome to the Programa Address Book, the perfect central location to store all your studio contacts. No more searching through phones, email accounts, notepads or your memory to find the right contact details.
The Address Book is located in the left-hand navigation menu, and is accessible by your entire team. Each team member can view, add, and edit contacts in your Address Book.
How to manage company contacts
Add a Company Contact
In the top right-hand corner of your Address Book, click '+ Add New'
Add the company contact information into the fields provided. if your contact card is for a client, simply enter their name in the 'Company Name' field.
Add an image or company logo by clicking the '➕' button next to the 'Company Name field.
Click 'Save' at the bottom of the page to confirm you.
Adding tags
Use Tags to organise and filter your Address Book information.
For example, you might apply tags to your suppliers such as:
Product category (furniture, lighting, timber flooring etc.)
Price range ($, $$, $$$, $$$$)
Sector (residential, commercial, hospitality etc.)
To add a company tag:
Open the company card that you wish to tag
Click the ➕ button under 'Tags'
Click into the field provided to display a list of tags your team have already created, and either select from the list, or simply type in the name of your new tag name and click '(+ Add Tag)'
Edit a Company Contact
Click the pencil icon in the top right corner of the company card you wish to edit
Change the required information in the company contact fields
Click 'Save' at the bottom of the page to confirm your changes
Archive a Company Contact
Click on the 3 dot menu on the face of your company contact card
Select 'Archive Company'
How to manage individual contacts
An individual contact is your contact person or team within a company. An individual contact is required on a contact card for the purpose of creating a Purchase order or Quote Request.
Add an individual contact
Open your company contact card, and click the '+ Add new' button towards the top right
In the column that appears to the right, give your contact a name, role, email address, and phone number
Press 'Save' to confirm your changes
Edit an individual contact
Click the pencil icon in to the right of the contact person/team you wish to edit
Change the required information in the fields provided
Click 'Save' at the bottom of the edit column to confirm your changes
How to delete an individual contact
Click the pencil icon in to the right of the contact person/team you wish to edit
Change the required information in the fields provided
Click the trash icon at the bottom of the edit column to delete immediately
How to search and filter your Address Book
Your Address Book is sorted in alphabetical order, and you can view by Supplier, Client, or Other by clicking into the relevant tabs along the top of the page
Search for a contact
Click into the 'Search contacts' bar along the top of your Address Book
Type in your search term, company name, individual contact name, location or tag
Hit Enter/return to conduct your search
Filter your Address Book contacts
Select the filter icon in the top right-hand corner of your Address Book
Select your filter type (tag or location)
Type in your criteria and hit Enter/return to confirm your selection
Didn't find what you were looking for? Check out our Address Book collection, or reach out to our friendly support team on the live chat below.