Add a Contact

A contact holds a person's name, phone, email, company, notes, and addresses. Add a contact first, then update any of those details from the contact's page.

Add a contact

You can open the New Contact window from the sidebar or from the Contacts page.

1. Open the New Contact window.
   • Click the add button beside Contacts in the sidebar. The button appears only when your plan includes contacts and your role can edit them.
   • Or click New contact on the Contacts page. The button appears only when your role can edit contacts.
2. Enter the First name, Last name, and Email.
3. Enter the Phone, Company name, or Notes if you have them.
4. Click Add address to save an address with the contact, or skip this step.
   • Enter the street address, city, state, and postal code.
   • Click Remove to leave out the address.
5. Click Create contact.
   • If your plan's contact limit is full, the contact isn't saved, and the window stays open with your entries.

The window closes, and the new contact appears in the list. Any address you added is saved with the contact.

To add many contacts from a file, click Import on the Contacts page. For the steps, read Import Contacts.

Edit a contact's details

Open a contact's page to edit their details. Your changes save when you click Update contact.

1. Click the contact in the list on the Contacts page.
2. Open the More contact actions menu.
   • Edit contact appears only when your role can edit contacts.
3. Click Edit contact.
4. Change the details you need.
   • To remove the phone number, clear Phone.
5. Click Update contact.

The Edit Contact window closes when the changes save.

The Text messaging status on the edit form shows whether the contact is subscribed or has opted out. You can't change that status there.

To change notes, edit the Notes card on the contact's page. The card is editable only when your role can edit contacts.

Add an address to a contact

The New Contact form saves one address with the contact. Use the contact's page to add more.

1. Click Add or Manage in the Addresses card.
   • Add appears when the contact has no addresses. Manage appears when they have one or more.
   • Or open More contact actions and click Manage addresses.
   • The card button appears only when your role can edit contacts.
2. Click Add address in the Manage Addresses window.
3. Enter the Address line 1, City, State, and Postal code.
   • All four fields are required.
   • Enter Address line 2 or Country if you need them.
4. Turn on Set as primary address or Dog on site if they apply.
5. Click Add address at the bottom of the form.

The form closes, and the new address appears in the Manage Addresses window.

Change a contact's address

You change an address in the Manage Addresses window.

1. Click Manage in the Addresses card.
2. Click the Edit address button beside the address you want to change.
3. Change the fields you need.
4. Click Update address.

The form closes, and the Manage Addresses list returns.

To remove an address, click the Delete address button beside it. This needs full access to contacts.

Fields and limits

• First name and Last name are required, and each takes up to 50 characters.
• Email is required and must be a valid email address. It is saved in lowercase.
• Phone is optional. If you enter one, it must be exactly 10 digits.
• Company name takes up to 100 characters.
• Notes take up to 25,000 characters.
• Dog on site flags an address for crews on the job or route.
• A contact can have only one primary address.
• Only an address that places successfully on the map is used for routes. Others go to the address review queue.
• Some plans set a contact limit, and deleted contacts don't count toward it. For plan options, read Change Your Plan.
• Creating a contact needs edit access.
• Adding or changing an address needs edit access.
• Editing a contact's details needs edit access.
• Deleting an address needs full access.

To see how roles are set, read Create and Edit Roles and Permissions.