Contacts: Update or Create New

Updating info on an existing contact

1. Navigate to the company to which the contact is attached that you want to edit.
2. From the contacts tab at the bottom of the record click on the contact you need to update.
3. Click the edit / pencil button in the upper left.
4. Update info as needed.
5. Save by clicking the Save / checkmark button in the upper left.

Set up a new contact

1. Navigate to the company you want to add the contact to.
2. From the drop down under the add / + button in the upper right chose contact.
3. Fill out the info fields.
   • Name and email are required.
   • If mobile number is added it must be unique to this contact.
   • Each company must have one (1) owner and for all others the Job Position will be device.
4. Save the record by clicking the save / checkmark button in the upper left.
   • If you do not get the green success bar at the top of the screen go back and make sure all required fields are complete.
5. Next it is recommended that you now click the edit button and change the username that was auto-generated to a firstname_lastname format.
   • There maybe a conflict of 'john_martin' but at least there is a lot less of them that there are 'john'
6. Save the record again.
   • If you do not get the green success bar at the top of the screen go back and make sure all required fields are complete.