Contact management

Mastering Contact Management in Your Naologic Workspace

Contact management is essential for organizing and maintaining individual contacts associated with your company. This article provides a detailed guide on how to create, edit, and manage contacts in your Naologic workspace.

Accessing the Contact Management Application

To access the Contact Management Application, follow these steps:

  1. Locate the Accounts button in your global navigation.
  2. Click on the Accounts button to open the Accounts Table.
  3. At the top of the screen, you'll see two tabs: Accounts (default) and Contacts.
  4. Click on the Contacts tab to access the Contact Management Application.

Creating a New Contact

To create a new contact, follow these steps:

  1. In the Contact Management Application, click the button to create a new contact.
  2. Enter the contact details in the form, including:
    • Salutation
    • First name
    • Last name
    • Associated company (choose from the accounts you have created in the Accounts tab)
  3. Click the Save button to create the new contact.

The new contact will now appear in the Contacts Table.

Editing an Existing Contact

To edit an existing contact, follow these steps:

  1. In the Contacts Table, locate the contact you want to edit.
  2. Hover over the contact to display the Edit button, and click on it to open the contact editing form.
  3. Update the necessary information in the form, such as salutation, first name, last name, and associated company.
  4. Once you've made the desired changes, click the Update button to save them.

Viewing Contact Information in the Contacts Table

The Contacts Table provides an overview of essential contact information, including:

  • Salutation
  • First name
  • Last name
  • Associated company

By following the steps outlined in this article, you can effectively manage individual contacts in your Naologic workspace. Contact management is crucial for maintaining a well-organized workspace and ensuring that all contact details are accurate and up-to-date.

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