In the section Contacts, by clicking on the button + to the top right hand side of the screen, it is possible to create a new contact tab. The tab is open in edit mode on the detail tab where you can add all its information.
If instead you wish to edit or update the tab of an existing contact, it is sufficient to click on the icon of the pencil with black background to the top right hand side of the screen in order to go back to edit mode and re-edit the details for the contact.
We remind you that once the details about the contact are changed it is necessary to save in order to make the editing permanent.
In order to properly use the different detail tabs and to dispose of further insights, we invite you to check the chapter DETAILS TAB from the section Contacts of this manual.
Once the details for the various details tab have been added, it is possible to save the tab by clicking on SAVE, to the top left hand side of the screen. Once saved, it is possible to add media, documents, files, and artworks in the relative tabs.
Just as for the details, we invite you to read the various chapters on how to manage the different tabs of a record of a contact.
Should you encounter any trouble updating/editing a Contact tab, or should any error pop up, we kindly ask you to write us at firstname.lastname@example.org by providing us your information, the name of your account, the problem your are experiencing or the request for help. We ask you to be as detailed and specific as possible (you can also send us screenshots) with regards to the issue you are facing or the request for help, so to help our support department to be able to identify and solve the problem in the fastest way.