Contacts

Contacts List

On the left side of the screen, you will find a collapsible column containing your Contacts List.
This panel allows you to quickly access, search, and manage your contacts.

Key Functions:

• Add New Contact
• Search for a Contact
• Manage existing contacts

Managing Contacts

At the top of the Contacts List, you will find two main actions:

Creating a New Contact

Click on the Add New Contact button.
A new contact form will open on the right side of the screen.
Fill in the necessary information.
Click Save to upload the contact.

Example of the New Contact Form:

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Searching for a Contact

Enter a name, Client ID, phone number, or email in the search bar.
Press Enter.
If a match is found, the contact will appear in the list.

Example of Searching a Contact:

This allows you to efficiently manage your contacts, either by adding new ones or quickly finding existing ones.

Managing a Contact

Each contact in the list has a menu button (three vertical dots) that provides quick actions for managing the contact:

Available Actions:

See Details

• Click on a contact or select See details from the menu.
• This will open the Contact View, displaying all related information.

Edit Contact

• Select Edit from the menu to modify the contact's information.
• After making changes, click Save to update the details.

Delete Contact

• Choose Delete from the menu to remove a contact.
• A confirmation prompt will appear before permanently deleting it.