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Adding Additional Communication Details to a Contact
Adding Additional Communication Details to a Contact

This article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

A Contact will have a primary email and phone number shown on the main Details page, but additional information can be added by using the Communications page. 

Step 1: Add Additional Phone Number

To add an additional phone number, click on the plus icon across from the Additional Phone Numbers section. 

This opens a new window where you can enter the required information. The Type drop-down allows you to select different options, like if this is their work mobile, or their direct line, for example. 

Step 2: Add Additional Email Address

To add an additional email address click on the plus icon across from the Additional Emails section. 

This opens a new window where you can enter the required information.

You're also able to add links to this person's social media pages, such as Facebook, LinkedIn, Twitter etc. To do this, click on the plus across from the Social Links section. 

This opens a new window where you can select which type of social media you wish to link to and also add the Account ID of that particular location.

Once all the required information has been added it will then be displayed within the CRM as shown below. 

If you need to make any changes to this information, simply click on the pencil icon on the section you'd like to amend. Equally, if you need to delete any information, simply click on the bin icon and confirm you wish for the information to be deleted. 

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