Add an individual to Contacts (Edify App)

This article explains how to add an individual 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

1. Lo into the Edify App at app.edify.cx.

2. Click the Contacts icon.

3. Select Individuals from the contacts workspace dropdown.

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

5. Fill out the contact information for the individual.

Note: You must adda first and last name for the individual, at a minimum, to create a new contact.

6. Click Save.

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

Read more

• Modify an individual in Contacts (Edify App)

• Add a company to Contacts (Edify App)