Adding Contacts

Add and manage contacts in Dumbify to link people to events, tasks, and goals. Contacts help you organize relationships across your workspace.

Written By RSC

Last updated 4 months ago

Adding a Contact

  1. Go to Contacts from the left navigation menu.

  2. Click Add Contact in the upper-right corner.

  3. Complete the following fields:

    • Name — Required. Enter the contact’s full name.

    • Primary Email — Required. Enter their main email address.

    • Primary Phone — Optional. Use standard format (555) 123-4567.

    • Company — Optional. Add the organization name.

    • Location — Optional. Specify where they’re based.

    • Groups / Tags — Add tags to organize contacts by type or purpose.

  4. (Optional) Add additional emails or phone numbers.

  5. Click Save Contact to finish.

Viewing and Filtering Contacts

  • Search — Find contacts by name, email, or tag.

  • Tags Filter — Show contacts by group or category.

  • Sort Options — Sort alphabetically or by date added.

Notes

  • Both Name and Primary Email are required to save a new contact.

  • Contacts can link directly with Tasks, Goals, and Calendar Events.

  • Import and export features will be available in a future update.

Related Articles

  • Using Tags

  • Working With Tasks

  • Managing Calendar Events