Help / Orders & customers

New Contact

Add a person with just a name and email; everything else lives on the profile that opens next.

1 min read · in your admin: /admin/new-contact

New Contact is the fast path for adding a person at the counter or on the phone. It asks only for what you know right now and lands you on their profile, where the rest is edited.

Add a contact

  1. Fill in First name and Email — both are required. Last name, Phone and a Note are optional.
  2. Press "Add contact".
  3. You land on the new profile. Add address, date of birth, guardian or lists from "Edit details" there.

Coming from a search

If you arrive from the dashboard search box, what you typed is already filled in. A name is split into first and last; anything with an @ goes into Email instead.

TipSearch Contacts first. If the email already belongs to someone, the form does not dead-end — it says "That email already has a contact" with an "Open their profile →" link.
CarefulEmail is the identity of a contact. A typo creates a second person, and the two later need merging on the Contacts page. Read it back before you press Add.

Something here is wrong or missing? Email hello@divedesk.io.