Contacts: Update or Create New
Updating info on an existing contact
- Navigate to the company to which the contact is attached that you want to edit.
- From the contacts tab at the bottom of the record click on the contact you need to update.
- Click the edit / pencil button in the upper left.
- Update info as needed.
- Save by clicking the Save / checkmark button in the upper left.
Set up a new contact
- Navigate to the company you want to add the contact to.
- From the drop down under the add / + button in the upper right chose contact.
- 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.
- 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.
- 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'
- 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.