Creating a Contact

Note: Contact creation is generally reserved for external contacts. Internal workers are automatically assigned new contact profiles when their user profile is created. If you wish to edit the contact details of an existing worker, see Editing a Contact, below. If you wish instead to create a worker profile, see How to create & edit a Worker Profile

To create a contact, perform the following steps:

  1. Use the left side bar menu to select Relationships then the sub-menu Contacts.
  2. To create a new contact, click on the add () icon at the top right of the screen.
  3. On the popup, enter the following details:
    • Name - this is a the contact’s full name.
    • Email - this is the associated email address of the user and is a required field. It must also be unique - i.e. not shared with another user.
    • Title - (optional) this is the contact’s job title or description.
    • Company - this is the associated company the contact is relevant to.
    • Office - (optional) this is the associated company office the worker is based in, or relevant to.
    • Phone - (optional) this is the contact’s office phone number.
    • Mobile - (optional) this is the contact’s mobile phone number.
  4. Click Save.
  5. Tip - if the new contact did not appear, try refreshing the page.

Editing a Contact

To edit an existing contact, perform the following steps:

  1. Use the left side bar menu to select Relationships then the sub-menu Contacts.
  2. Find the contact you wish to edit by scrolling or using the search function.
  3. Click on the edit () icon, then follow the instructions from step 3 in Creating a Contact, above.