SERENESTUDIO

Adding and Editing Contacts

This article covers creating, updating, and deleting contact records.

Creating a contact

  1. Select Contacts in the sidebar.
  2. On the Contacts tab, select New contact.
  3. Fill in the contact form. Name is required; all other fields are optional. Use Add email, Add phone, or Add address to enter more than one, and mark one as Primary.
  4. Select Create contact.

The new contact appears in the list.

To add many contacts at once, select Import on the Contacts tab, choose a file, select Preview, and then confirm the import. To save your contacts to a file, select Export CSV.

Editing a contact

  1. Select the contact row in the list to open their record.
  2. Select Edit.
  3. Update the fields you want to change.
  4. Select Save. Select Cancel to discard your changes.

Only the person who created a contact can edit or delete it. Other members see contacts shared with the workspace as read-only.

Adding a label

A label categorizes a contact for filtering and organization. Each contact has one label.

  1. Open the contact record and select Edit.
  2. In the Label field, type a label. Examples: Vendor, Team.
  3. Select Save.

To label several contacts at once, select the contacts in the list and choose Tag on the Selected tab. Enter the label and confirm. The Selected tab also has Email them and Add to group.

To show only contacts with a certain label, use the Label filter in View options.

Adding notes

The Note field stores free-text information about the contact.

  1. Open the contact record and select Edit.
  2. Type or paste into the Note field.
  3. Select Save.

Sharing a contact with your workspace

Contacts are private to you by default. To let other workspace members see a contact, open it and turn on Shared with workspace. They see the contact read-only, and only you can edit or unshare it. Turn the switch off to make the contact private again.

Deleting a contact

  1. Open the contact record.
  2. Select Delete.
  3. Confirm the deletion.

You can also select the delete button on the contact’s row in the list, or select several contacts and choose Delete on the Selected tab.

Deletion is permanent. If you want to keep the information, select Export CSV on the Contacts tab before you delete.

Next steps