Adding contacts to Flow360

The start screen

To add a new contact, click the Contacts button on the main start screen.

The contacts list

Now click the New button on the contacts list.

NOTE: You can also create a new contact card by clicking the New button on any contact card.

Enter new contact details

Fill in all required fields and any other details as you like. Click Confirm to create new contact record.

The new contact card

Once on the new contact card, you can set the access controls (1) (set by default according to your personal preferences - see the section on setting personal preferences for more details). You can also add an additional address (2).

The comms tab

Add any communications details that you like - telephone numbers, email addresses, web addresses, fax numbers and so on. For each different type of comms you can also indicate which is the primary number/address of its type by clicking the target button on the appropriate line. The green tick indicates which item is the primary one of its type.

The custom tab

On the custom tab you can add any additional information you like about this person. You can set up the categories for these custom data items in your preferences. (see the section on setting personal preferences for more details).