Using the Contacts Page

Using the Contacts Page

The contacts page is designed to be simple and straightforward. From here you can Add, Edit and Delete contact records within the system.

Adding a Contact

Click the Add Contact icon. This opens the fields ready for adding a new contact into the system.

• Click the add contact icon
• Complete the contact details in the fields provided
• Check the information is correct
• Click Submit to save the contact

Editing a Contact

To edit or amend a contact, click the page icon next to the relevant record. Update the details as required and then click Submit to save the changes.

• Find the contact you want to update
• Click the edit/page icon
• Amend the information as needed
• Click Submit to save your changes

Searching for Contacts

Once contacts have been added, you can search for them from the left-hand column within the whole system under Contacts. This makes it quick to find existing records without needing to re-enter information.

How and Why We Thought to Do It This Way

The contacts page was built around speed and simplicity. In many systems, contact management can become overcomplicated, especially when users have to move through several pages just to make a small update.

Within Affiliate CRM, the aim was to keep contact management in one clear place, using familiar actions and simple icons so users can quickly understand what to do without lengthy training.

By allowing contacts to be added and amended directly from the page, and then searched from the left-hand column across the wider system, the process stays efficient and easy to follow.

This approach helps teams keep records accurate, reduce wasted time, and avoid duplication of information.

Results

Using the contacts page properly helps keep your CRM clean, organised and much easier to work with day to day.

• Quicker access to important contact information
• Less duplication of records
• Better accuracy across the system
• Faster searching and retrieval of contact details
• Improved communication with customers, suppliers and prospects

A well-maintained contacts section supports the wider CRM by making sure the right data is available to the right people when they need it.

Tips and Tricks

• Always search for an existing contact before creating a new one
• Keep names, telephone numbers and email addresses up to date
• Use consistent formatting so records stay tidy and professional
• Amend details as soon as they change to avoid outdated information
• Use the left-hand contact search to save time when working elsewhere in the CRM