1. Add contacts individually in the Contacts module. The details are described below.
   
2. Import contacts from external sources.
   
3. Import contacts from Invoice.

Permission Required: Contacts

1. Select Contacts from the Customers menu and click Create.
   
2. Enter the Last Name.
   
3. Enter an Email address.
   
4. Associate the contact with a Company.
5. Add Address.
   
6. Select a value for Taxable:
   - Taxable: A Company Tax should be selected if Taxable is chosen.
   - Non-Taxable: An Exemption Reason should be selected if Non-Taxable is chosen.
   These values are configured in Zoho Invoice. Click here for details of Zoho Invoice-FSM integration. These values can also be edited in the FSM application at Setup > Integrations > Billing > Tax Setting.
7. Select a Currency.
   
   The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.
8. Add any other necessary contact details and click Save.
   

The contacts associated with a company should have unique email addresses.  

Note:

1. Deleting an address will not affect any existing records (work orders, service appointments, etc) where this address is used.
   
2. You can delete a contact address only if you have the Delete permission for the Contact, and Company modules.
   

Delete Contact Address from Mobile App

1. Choose another address : If there are multiple addresses present, then click the Choose another icon [  ] to select another address. In the Select Billing/Service Address pop-up, select the desired address.
   
   
   
   
   
   
2. Edit address : After adding an address in the Service/Billing address field, click the Edit icon []. In the Edit Address overlay make the necessary changes and click Save.
   
   
   
   
   
   
   
3. Add address : Multiple addresses can be added to a contact. Click the Add icon []. In the Add Address overlay, enter the details and click Save.

Delete Contacts

1. Select the Contacts module and select the checkboxes of the contacts you want to delete.
   
2. Click Delete.
   
   
   
   
3. Click Delete in the confirmation message.
   
   
   
   If there are contacts which are associated with active Requests, Estimates, Work Orders, or Appointments, then they cannot be deleted. The outcome of the deletion will be displayed (see the screenshot below).
   
   

1. Select the Contacts module and click the contact record you want to delete.
   
2. Click Delete.
   
3. Click Delete in the confirmation message.
   If there are contacts which are associated with active Requests, Estimates, Work Orders, or Appointments, then they cannot be deleted. The outcome of the deletion will be displayed (see the screenshot below).
   
   

Note: Deleted contacts cannot be recovered.

Add Contact from Mobile App