Contacts

To ensure your records are thorough and complete, we recommend you add contact information where applicable. You can add, update, or delete contact information at any time.

When viewing contact information, keep in mind you can use the active links to interact with the contact. For example, depending on your browser or device, select the phone number link to call the contact through Skype or another voice-over-Internet protocol (VoIP) application. To email the contact, 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 it in Google Maps.

  1. Under Contacts, select Add.

    Note: For some record types, you'll add contact info when you initially add or edit the record. For these, when you save and view the record, you can edit details under Contact info.

  2. Enter the title, name, suffix, and position as necessary.

  3. Enter an address and any contact methods you want associated with the contact. The address format and fields available correspond to the country you select for the contact.

  4. Select Save.

Under Contacts, from the menu of a contact, select Edit.

or

From a record's action bar, select Edit.

Adjust the contact information as necessary, then select Save.

Note: For some record types, when you view the record, you can edit details under Contact info.

After you add a contact to a record, you can delete it from the record if necessary. Under Contacts, select the menu for a contact, then select Delete.

Note: For some record types, when you view the record, you can edit details under Contact info. You can then delete sections of info while you're editing.