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Creating And Editing Contacts

Creating a new Contact allows you to add a single Contact to CentreCRM. If you wish to add multiple Contacts, you should consider importing Contacts.

Creating Contacts

  1. Navigate to the Contacts tab
  2. Click Add Contact
  3. Fill out the desired information
  4. Click Save
Required fields are:
  • First name
  • Email (if Available for mail template is checked)

Editing Contacts

  1. Navigate to the Contacts tab
  2. View the Contact you wish to edit
  3. Click Edit
  4. Adjust information as required
  5. Click Save

Available for mail template checkbox

This checkbox specifies whether the Contact will be in the available recipients list when you perform a Mail Merge operation for a Job or Client.

If this checkbox is ticked then the Contact's email field will be a required field.

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