Add Contacts to a Record

To ensure records are thorough and complete, we recommend adding contact details where applicable.

It's helpful and convenient to use the active links within these details for direct interaction with a contact. For example, depending on your browser or device, select a phone number link to call the contact through your voice-over-Internet protocol (VoIP) application. To email, simply select the email address to start a message in your default email client.

Tip: To review directions or familiarize yourself with a contact’s location, select the address link to view in Google Maps.

1. Adding contact info varies across record types.

   • For most types such as projects, clients, and bank accounts, enter contact details when initially adding the record. After you add, you can make updates under the record's Contact info or when fully editing the record.

   • For types such as vendors, you can only make updates under the record's Contact info or when fully editing the record.

2. Enter accurate and complete contact details, communication methods, and addresses. Keeping your data healthy and up-to-date makes a big impact on your organization's operational efficiency, compliance, and trust.

   Tip: When working with addresses, address format and fields available correspond to the country you select for the contact.

3. Select Save.

Edit or Delete Contacts on a Record

You can update or delete contact info at any time.

• From a record's Contact info, update or remove details as needed.

• From a record's action bar, select Edit.