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How to create and edit 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:

  1. Go to 'Contacts' in the left sidebar.
  2. Click 'New' in the top-right corner.
  3. Enter the Contact details.
  4. Click 'Create'.

The new Contact record will appear in the ‘Contacts’ list and will be ready to link to Audits and Tasks.

 

  1. Go to 'Contacts' in the left sidebar.
  2. Open an existing Contact you want to edit.
  3. Click 'Edit' on the section you want to update.
  4. Update the fields in that section.
  5. Click 'Save'.