Print Modified on : May 24, 2024 Estimated Reading Time: 1 minute

Creating a contact record in Oorwin is like adding a new friend to your phonebook. Here’s how you can do it:

  •  Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
  • Click on “Add Contact” button on the top right corner.
  • Fill all the mandatory details like name,email,phone number, etc.
  • Once you’ve filled in all the necessary information, click on the “Save” button on the bottom
  • And that’s it! You’ve just added a new contact record in Oorwin.

 


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Print Modified on : May 24, 2024 Estimated Reading Time: 1 minute

If you would like to update a contact information you need to have a edit access for the contact module which can be enabled from the Settings->Role security by the Admin

Follow the below steps to edit and update the contact record

  • Log in to your Oorwin Account and navigate to Contacts module from the left menu under General Section
  • Click on “Actions(three dots)” icon for the contact you wish to update.
  • Click on Edit link from the list (You need to have account edit access to have this link)
  • Enter all the details you wish to update in the respective fields
  • Then click on “Update” button on the bottom
  • And that’s it! Your Contact has been updated with the new details


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