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Creating Contacts

You can store information about your customers by adding them as contacts. In addition, you can add custom data in form of a key-value pair to your contacts. This allows you to easily filter customers based on the data key.

Procedure

  • Click on Contacts
  • Click on Create Contact
  • Fill in the appropriate information in the form
  • To add more details and custom data, click on Show more
  • (Optional) Enter Custom Data in key-value format. For example, to store the time-zone of a customer, you can enter time-zone in the key field and UTC in the value field.
  • Click on Save
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Creating Contacts

You can store information about your customers by adding them as contacts. In addition, you can add custom data in form of a key-value pair to your contacts. This allows you to easily filter customers based on the data key.

Procedure

  • Click on Contacts
  • Click on Create Contact
  • Fill in the appropriate information in the form
  • To add more details and custom data, click on Show more
  • (Optional) Enter Custom Data in key-value format. For example, to store the time-zone of a customer, you can enter time-zone in the key field and UTC in the value field.
  • Click on Save
#
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