Manage Contact Information

This unit will guide you through the process of adding and managing contacts within SapphireOne. Proper contact management is essential for maintaining accurate and up-to-date information. The steps are as follows:

1. Navigate to Procedures > Implementation Course > Workbook General Procedures > Classify Contacts.
2. Fill in the necessary fields such as Name, Address, Phone Number and Email.
3. Select the appropriate contact class from the dropdown menu.
4. Click the Save button to store the contact information.

For more detailed information, refer to the Procedures > Implementation Course > Workbook General Procedures > Classify Contacts article.