How to maintain contact email, address, and phone

How to maintain contact email, address, and phone

How to maintain contact email, address, and phone

Before you start

You already have a contact (see [How to create and manage contacts]. Note the contact UUID (visible in details or list secondary text).

Steps

Add quickly from a contact

  1. In the contact row menu, choose Add subsidiary record….
  2. Choose the type: Email / Address / Phone.
  3. Fill in the form and save.

Maintain from a standalone list

  1. Open the current project, then click Promotion under Projects, and choose Contact emails, Addresses, or Phone numbers.
  2. (Optional) Use Filter by contact UUID to find the target contact.
  3. New record: choose or enter the contact ID, then fill email / address / phone fields.
  4. Use the row menu to edit or delete.

![Contact emails example]scaled_28.PNG

Done when

The new record appears in the matching list. Back in contact details, that details section has content.