Create and manage contacts

Add a contact

1. Confirm the active company.
2. Open Org > Contacts.
3. Choose Add new contact.
4. Enter the required first name, last name, and primary email address.
5. Add an optional middle name, secondary email, primary and secondary phone numbers, and address details.
6. Save the contact.

Contacts belong to the active company's address book. Switch companies first if the record should be maintained in another workspace.

Find and review contacts

Use Search contact above the table to narrow the list. The table displays name, primary phone number, primary email address, and address information.

Keep the primary email current because other workflows may use it to identify or communicate with the person. Use secondary fields for alternate details rather than placing multiple values into one field.

Edit a contact

Open the contact's row menu and choose the edit action. Update the name, email, phone, or address fields and save.

Editing a contact does not change a TimeSentry login or a related employee, contractor, client, or company record. Update those records separately when both exist.

Delete a contact

Choose the delete action and confirm. Deleting the address-book record does not delete a related company, project, time entry, or user login.

Before deleting, check whether the contact is still needed for client communication or an integration workflow.

Related articles: Understand companies, contacts, and relationships, Manage clients, employees, contractors, collaborators, and vendors.