Managing Contacts

The Contacts module in Cloverhound Cloud is designed to make managing contact information simple and efficient. This guide walks you through the steps to create, edit, and delete a contact.

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Creating a New Contact

1. Navigate to the Contacts Menu: Access the Contacts module by selecting "Contacts" from the main menu.

   

2. Click the New Contact Button: On the Contacts page, locate and click the New Contact button to open the contact creation form.

3. Fill Out the Contact Details:

   • Full Name (Required): Enter the full name of the contact.
   • Email: Add the email address of the contact (optional but recommended).
   • Phone Number (Required): Enter at least one phone number.
     • To add more phone numbers, click the Add New Number button.
     • To remove a phone number, click the Trash Icon next to the input field.

   

4. Save the Contact: After entering the required information, click Create to create the contact.

   

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Editing or Deleting a Contact

1. Locate the Contact:

   • Use the search bar or filter options to find the contact you want to edit or delete.

2. Access the Actions Menu:

   • Click the Three Dots Button (⋮) next to the contact's information to open the actions menu.

   

3. Edit a Contact:

   • Select Edit from the actions menu.
   • Update the contact details as needed and click Save to apply the changes.

   

4. Delete a Contact:

   • Select Delete from the actions menu.
   • Confirm the deletion to remove the contact permanently.

   

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Tips for Managing Contacts

• Use the filter search to quickly locate specific contacts by name, email, or phone number.
• Keep the contact list organized by regularly updating outdated information or removing inactive contacts.
• Leverage the ability to add multiple phone numbers to ensure all relevant contact information is stored.

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By following these steps, you can easily manage your organization's contacts, ensuring that your database remains accurate and up-to-date.