To add an individual contact to your Address Book, first you must set up your contact’s company. For example, if your contact Peter Johnson works at XYZ Carpets, first you would create the company listing for XYZ carpets, and then add Peter Johnson as an individual contact within this company.
The same logic applies when adding client contacts. First you would create the company contact and then add to the individual contacts. For example, your clients are John and Mary Smith. You would create a company contact called J & M Smith, then add John and Mary as individual contacts.
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
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