Contacts hold the email addresses and phone numbers of clients, potential clients, or other people that are related to your work in some way
Contacts can be created from multiple places:
Creating a Contact from the Overview Page
-
Navigate to the ‘Overview’ page
-
Click ‘New Contact’.
The ‘New Contact’ dialogue panel is displayed.
-
Enter the contact’s first name
-
Add an email address. The other fields in the dialogue are optional
-
Click ‘Save Changes’ or ‘Cancel’ to exit
Creating a Contact from the Contacts Page
In the left sidebar, click ‘Contacts’. The ‘Contacts’ page is displayed.
Click ‘New Contact’. The ‘New Contact’ dialogue panel is displayed.
Enter the contact’s first name and an email address. The other fields in the dialogue are optional.
Click ‘Save Changes’ or ‘Cancel’ to exit.
Editing a Contact
In the left sidebar, click ‘Contacts’. The ‘Contacts’ page is displayed.
Beside the contact that you want to edit, click ‘Edit’. The ‘New Contact’ dialogue panel is displayed.
Change the information in the fields.
Click ‘Save Changes’ or ‘Cancel’ to exit.
Deleting a Contact
-
In the left sidebar, click ‘Contacts’
-
Beside the Contact that you want to delete, click ‘Delete’
There is no undo or way to recover a Contact once deleted.
Still have questions? Reach us on our live chat or email us at info@format.com. We’re here to help!