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.
Likes: 2
Dislikes: 6
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
Likes: 2
Dislikes: 3
