Add contacts and choose preferred details

1. 1Add a person or department

   Open Contacts, choose Company Contacts, then select the first Add contact card. Search contacts by name, label, department or email and sort A–Z or Z–A. In the modal, enter a contact label and person or department name. Job title and department are optional.

2. 2Choose a preferred email

   Enter at least one email address. Use Add email address for more, then turn on Preferred email beside the address you want used first. Only one address can be preferred.

3. 3Choose a preferred phone

   Enter at least one phone number, including the country code where possible. Choose its phone type and turn on Preferred phone beside your first-choice number. Selecting another number moves the preference.

4. 4Save the contact list

   Optionally add a PNG, JPEG or WebP photo up to 2 MB. Choose Save contact in the modal to keep it, or Cancel to discard it. Use a card’s Settings to edit, remove or set the default contact.

5. 5Remove or replace details carefully

   Keep at least one email and one phone number. Removing a preferred email or phone selects the first remaining entry. Removing the saved contact marks its previously shared snapshots Removed, retaining history but disabling email, phone and export actions for them. Confirm removal in the card’s Settings. Copies already downloaded cannot be recalled.

Still have questions? Contact support.