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How to Add & Edit Individual Contacts
How to Add & Edit Individual Contacts
Zoe avatar
Written by Zoe
Updated over a week ago

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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.

How to add an individual contact

  1. First - set up the company for this contact. You can learn how to add a company here

  2. On the company contact page, click the long + add new button

  3. In the Add Contact window, fill in the persons details in the fields provided

  4. Press save

How to edit an individual contact

  1. On the main address book page, click the company card that your contact person belongs to

  2. On the company page, click the pen icon to the right of the individual's contact details

  3. Edit the required information in the fields provided

  4. Press save

How to delete an individual contact

  1. On the main address book page, click the company card that your contact person belongs to

  2. On the company page, click the pen icon to the right of the contact person’s details

  3. In the edit contact window, click the bin icon in the bottom left of the screen.

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