Managing Contacts
Create, edit, and delete contacts. Add full details (name, phone, email, company, address, notes). Use quick actions to call, email, or chat.
Managing Contacts
Create, edit, and organize your contacts with full control over names, phone numbers, email addresses, and other details. Use quick actions to call, email, or chat directly from the contact.
Creating a Contact
Click "Add Contact" — In the Contacts module, click the Add Contact button (often in the top-right or via a "+" icon).
Fill in details — Enter the information you have. Fields include:
Contact Fields
| Field | Description |
|---|---|
| Name | First and last name (required) |
| Primary email address | |
| Phone – Work | Business phone number |
| Phone – Mobile | Mobile/cell number |
| Phone – Home | Personal/home number |
| Phone – Fax | Fax number |
| Company | Company or organization name |
| Title | Job title |
| Department | Department or division |
| Address | Street, city, state/province, postal code, country |
| Notes | Free-form notes about the contact |
Fill in as many fields as you have. The more complete the record, the more useful it is for calling, emailing, and searching.
Phone numbers can be used for click-to-call from CrystalQore. Ensure formats match your dialing rules (e.g., with or without country code).
Editing a Contact
- Open the contact — Click a contact in the list to view their details.
- Click Edit — Use the Edit button or pencil icon to enter edit mode.
- Update fields — Change any fields you need.
- Save — Save your changes. Edits apply immediately.
Deleting a Contact
- Select the contact — Click the contact to select it.
- Click Delete — Use the Delete button or trash icon.
- Confirm — Confirm the deletion when prompted.
Deletion is usually permanent. Deleted contacts cannot be recovered unless you have a backup or export.
Quick Actions
From the contact list or detail view, use these shortcuts:
Call (Phone Icon)
Click the phone icon to place a call to the contact. CrystalQore uses the contact's phone number (work, mobile, or home, depending on configuration) and opens the dialer or initiates the call.
Email (Email Icon)
Click the email icon to open your default email client with the contact's email address pre-filled. You can then compose and send your message.
Chat (Chat Icon)
For internal contacts (team directory), click the chat icon to start an instant message conversation. External contacts do not have this option.
Quick actions appear based on available data. If a contact has no phone number, the call action may be disabled or unavailable.
Searching Contacts
Use the search bar to find contacts by:
- Name
- Company
- Phone number
- Other indexed fields
Results update as you type. Click a result to open that contact.
Related
| Page | Description |
|---|---|
| Contacts Overview | Contact views and capabilities |
| Sharing Contacts | Share contacts with teammates |
| Import and Export | Bulk import and export |