How to create a Contact
Applies to user roles: Account Owner, Manager
Available on platforms: Vatix Workspace web app
You can create a Contact to store and manage information about a person or role in Vatix Workspace.
Note: Before you create a Contact, make sure at least one field has been added in the Contacts Layout Editor. Learn more about it in this article.
To create a new Contact:
- Go to 'Contacts' in the left sidebar.
- Click 'New' in the top-right corner.
- Enter the Contact details.
- Click 'Create'.
The new Contact record will appear in the ‘Contacts’ list and will be ready to link to Audits and Tasks.