Contacts

Overview

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Contacts represent individual people your business works with, such as customers, leads, staff contacts, vendors, or decision makers. A clean contact record is the foundation for communication history, tasks, deals, invoices, and activity tracking.

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Before You Begin

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• Know the person’s name and at least one reliable contact method.
• Search first to avoid duplicates.

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Requirements

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• CRM access.
• Create or edit permission for adding and updating contacts.

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Step-by-Step Instructions

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1. Open the OneSuite workspace.
2. Select CRM, then Contacts.
3. Use search to check whether the contact already exists.
4. Select the option to add a new contact.
5. Enter the contact’s name.
6. Enter available details such as email address, phone number, company, address, and notes based on the fields shown.
7. Save the contact.
8. Open the saved contact record and confirm the details are correct.
9. Add tasks, activities, communications, or related records as needed.

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Expected Result

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The contact appears in the contact list and can be opened, searched, edited, and used in related workflows.

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Screenshots

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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.

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Tips & Best Practices

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• Use consistent phone and email formatting.
• Enter company information when known.
• Do not create a new contact until search confirms one does not already exist.
• Keep notes professional and useful for future staff.

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Troubleshooting

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• Save button unavailable: check required fields.
• Email or phone already exists: review possible duplicate records.
• Contact cannot be edited: confirm your permissions.

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Related Articles

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• Companies
• Deals
• Tasks
• Timeline

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Last Updated: July 2026

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