Adding Contacts

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