Add a company to Contacts (Edify App)

Edify App > Contacts> Add a company to Contacts (Edify App)

This article explains how to add a company to Contacts in Edify App.

Note: users must have permission to access the Contacts workspace. See Overview: User Permissions container in Users (Edify Console).

Steps

3. Select Company from the contacts workspace dropdown.

4. Click the Add Company icon (sheet of paper with plus sign).

5. Fill out the contact information for the company.

Note: You must add a name for the company, at a minimum, to create a new contact.

6. Click Save.

7. Click Refresh List to display the newly added company.