How to Create Contacts

Create contacts in CloudOffix:

Beginning with the ‘App Drawer’ screen, click the ‘Contacts’ app.

CloudOffix App Drawer - Contacts App

Then click on the ‘New’ button located on the top left of the screen.

CloudOffix Contacts - New

We can complete the contact card for individuals or companies, just by checking the relevant radio button. We will continue with the ‘individual’ contact form for this video.

New Contact

Fill in the name field, which is mandatory.

Write the company name for the contact.

If the company is in your system, you can select it from the list in the drop-down menu.

If not, then select ‘create and edit’, and a pop-up screen will appear, where you fill the company details.