Add and manage contacts
How to view contacts:
In the left menu, go to CRM → Contacts.
A clear list of all contacts will open, where you can see:
First/Last name – name and surname.
Customer – the customer this person is linked to.
Valid – whether the contact is active.
Emails – email addresses.
Phone Numbers – phone numbers.
Tags – labels (e.g., CEO, IT manager, Support, Decision Maker).
How to work with the list:
Use search or filter (top bar) to quickly find a contact.
Click a row to open the contact details.
To delete a contact, click the red trash icon in the right column.
Adding a New Contact
Go to CRM → Contacts
Click the orange button
Fill in contact's data.
A form will open where you fill in:
- First & last name (required).
- Title (before & after) or middle name.
- Customer – select the customer this person belongs to.
- Tags – role or category (CEO, IT manager, Support…).
- Notes – internal notes.
- Valid – toggle for contact validity (ON = valid).
Click Save
Tips
Each contact can have multiple emails and phone numbers – always specify the type (Work, Home).
Use Tags to mark roles or functions in the organization (e.g., CEO, Decision Maker, IT manager).
If a contact is no longer valid, don’t delete it – just set Valid = OFF → it stays in the database but won’t be active.
Common mistakes
Unassigned Customer: If you don’t select a customer, the contact will “float” and won’t be linked properly in reports.
Duplicate contacts: Always search by name or email before adding a new one.
Missing tags: Without tags, it’s easy to lose track in the database (especially if you have hundreds of contacts).
Summary
| Topic | Summary |
|---|---|
| Add a new contact | In the left menu, go to CRM → Contacts. |
| Contacts vs. Customers | Contacts are individuals linked to customers. |
| Quick Navigation with Tags | Tags (CEO, IT manager, Support…) are key for quick navigation. |
| Don’t Delete, Just Switch OFF | For outdated contacts, switch Valid OFF instead of deleting. |