Adding and Managing Contacts

Adding and Managing Contacts

In this article, we will explore adding contacts and editing contact details, making it easier to keep your contact information up-to-date.

Adding personal contacts 

To add a personal contact:

  1. Click the New Contact button at the top-left corner of the app.

  2. In the window that pops up, fill out all the necessary contact details.

  3. Click Add.



Notes:
  1. Either the first name or the email address must be filled.
  2. If the first name isn't filled, then the first half of the email address will be considered as the first name.

Filling Contact Details 

You can use the contact fields to provide comprehensive information for each contact. In the contacts form, you'll find fields for entering details such as first name, last name, email address, and more.

For fields like phone number, instant messaging, URL, and date of birth, you can select the appropriate option from the drop-down menu and enter the details.



Setting the Primary Email Address 

The first email address you enter will be set as the primary email by default. If you add multiple email addresses, you can designate one as the primary by hovering over it and clicking the Star icon. To remove it as the primary address, click the star again to disassociate it as the primary email address.

Note: No two contacts can share the same primary email address.

Removing an Email Address 

To remove an email address, hover over it and click the Trash icon.

Adding Contact Picture 

To add a contact picture:

  1. Click the default contact thumbnail.

  2. In the Upload Photo pop-over, select Browse.

  3. Select the desired picture.

  4. Adjust the dimensions by dragging the frame.

  5. Click Upload.


Note: Clicking Reset will reset the image to its initial dimensions.

Editing Contact Details 

Once you've created a contact, you can update the information at any time. To edit contact details:

  1. Click open the contact and click Edit.

  1. Make the required edits.

  1. Click Save.


To edit contact details from the contact card:

  1. Click the profile picture of the contact.

  2. Click the See more icon.

  3. Select Edit.

 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Adding and Managing Multiple Zoho Mail Accounts

                                                                                                                In this article, we'll see how you can add and manage multiple Zoho Mail accounts in Trident. Understanding Primary and Secondary Accounts In Trident, you can add multiple Zoho Mail accounts. The first account you add becomes the primary account, ...
                                                                                                              • Creating and Managing Channels

                                                                                                                In this article, we'll explore how to create channels and use them to communicate effectively with your teammates. Creating an Organization, Team, Personal, or External Channel To create a channel: Click the Plus + icon on the app menu bar. Select ...
                                                                                                              • Creating and Managing Email Filters

                                                                                                                The filters in Trident enable you to automatically sort incoming and outgoing emails and automate email-centric actions. In this article, we'll explore the types of filters and how they work. Types of Email Filters There are two types of filters in ...
                                                                                                              • Managing Notes

                                                                                                                In this article, we'll see how you can edit, delete, and archive notes, as well as share them with preferred contacts or groups. Editing Notes To edit a note from the List View: Click open the note you want to edit from the list of notes. Make the ...
                                                                                                              • Creating and Managing Email Signatures

                                                                                                                In this article, we'll see how you can create email signatures to add them to your emails automatically. Creating Signatures To create an email signature: Click your profile image in the top-right corner of the app. Select Settings from the drop-down ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources