SERENESTUDIO

Adding and Editing Contacts

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

Creating a contact

  1. Navigate to Contacts in the portal sidebar.
  2. Select New contact (button in the top-right).
  3. Fill in the contact form. First name and last name are required; all other fields are optional.
  4. Select Save contact.

The new contact appears in the list immediately.

Editing a contact

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

All team members with Contacts access can view and edit records.

Adding tags

Tags categorize contacts for filtering and organization.

  1. Open the contact record and select Edit.
  2. In the Tags field, type a tag name and press Enter to add it. Examples: client, prospect, partner, vendor.
  3. Repeat for additional tags.
  4. Select Save.

Tags are shared across your tenant — a tag you create here is available when tagging other contacts.

Adding notes

The Notes field stores free-text information about the contact, visible to all team members who access the record.

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

Deleting a contact

  1. Open the contact record.
  2. Select Delete contact (in the record footer or via the ⋮ menu).
  3. Confirm deletion.

Deletion is permanent. If you want to preserve a record of the contact, add a note before deleting or export the information first.

Next steps