Creating a contact

To create a contact you need to:

1. On the «Contacts» page, click the blue button «New contact» at the top right.
2. In the window that opens in the middle, fill in the three tabs — you move between them with the tabs at the top or with «Next» and «Back» at the bottom:
   • «General»: at the top the dropdown with the address book to save it in, then the «Link company» switch and the «Categories».
   • «Person and contacts»: «First name», «Last name», «Email», «Phone», «Notes».
   • «Details»: «Address», «City», «Region», «Country», «Nickname», «Birthday».
3. Click «Save» at the bottom of the last tab.

You do not need to fill in everything. The minimum is one of first name, surname and email — if even that is missing, on saving you read «Enter at least a first name, last name, email or organization», and it is the only reason it refuses.

On a phone the first two tabs are a single one, «Contact»; the button to create is the round + in the middle of the bottom bar.

The company is not free text

In the «General» tab, the «Link company» switch is on «No»: move it to «Yes» and four fields appear. In the first one («Select or create a company») type the first letters and the list of companies already present appears: picking it from the list instead of retyping it is what later makes the «By organization» view work — two different spellings of the same company become two groups.

The other three fields: «Job title» is the title on the business card; «Professional role» is the area («E.g.: Engineering, Sales, Procurement»), and it is the one you need to search for “who handles purchasing”; the last one is the «Website».

When you edit a contact that is already saved, the switch is not there: the four fields are always visible.

Which address book it goes into

The one chosen in the dropdown at the top of the «General» tab: it is already set to the address book you were looking at in the list, and you change it from there. In the dropdown you find your own address books and those shared with you in «Read & write» — the others cannot receive contacts.

When you edit a contact the same dropdown is called «Target address book»: changing it and saving moves the contact into that address book.

Questions this guide answers

• how do I add a contact
• how do I put a person in the address book
• how do I link a contact to a company
• I cannot save a contact
• which address book does the new contact go into