Creating and managing contacts

Creating a contact

Click New contact on the Contacts page to open the contact form. Choose the contact type at the top.

Individual

Enter the person’s details:

• First name/s (required)
• Middle name/s
• Last name/s (required)
• Email
• Phone
• Address

Company

Enter the company details:

• Company name (required)
• ACN
• Phone
• Address
• Description: internal notes about the company.

Add at least one linked individual. You can search for an existing individual or create a new one inline.

Trust

Enter the trust details:

• Trust name (required)
• ACN
• Phone
• Address
• Description: internal notes about the trust.

Add at least one linked individual, the same way as for a company.

Editing a contact

Open the contact’s profile and click Edit contact to reopen the form. Any field can be updated.

For a company or trust, the linked individuals can be added or removed during editing. Removing an individual only unlinks the relationship - the individual record is preserved.

Deleting a contact

On the Contacts page, open the action menu on a contact’s row and choose Delete. Confirm in the dialog.

Deleting an individual removes that individual entirely. Any company or trust the individual was linked to survives without them.

Deleting a company or trust removes the entity but preserves the linked individuals as standalone contacts.

FAQ

Why can’t I see the New contact button?

The button is hidden while a practice management integration is connected. New contacts must be created in the source system.

Can I remove an individual from a company without deleting the individual?

Yes. Edit the company or trust and remove the individual from the linked list. The individual record stays in your Contacts.

Why can’t I delete a contact?

A contact can’t be deleted while it is linked to any reviews. Unlink it from each review on the Reviews tab of the contact’s profile, then delete.