Create and edit

You can create, edit, and manage contacts and organizations within the dedicated sections. The flow is described for Contacts, but it's the same for the Organizations section.

When you have the creating and editing rights for contacts / organizations, you can do it in the following way:

1. In the navigation menu, unfold the Contacts / Organizations section.

2. In the Contacts subsection, click the Create button.

3. Fill in all the mandatory fields marked with asterisks (*) and highlighted in red.

4. Click Create.

Once the contact is created, it appears in the list of contacts in the widget.

To assign the contact to the organization, click its name in the list.

On the contact details page:

1. Go to the Organizations widget.

2. Unfold the actions menu and select Assign.

3. Select the required organization from the list and click the Assign button.