An overview of adding contacts

You can add important contacts in the HUB so that they are easily accessible when required.

Click the ‘CONTACTS’ section located in the display menu on the left-hand side of the HUB. 

This will bring you to the contacts page, where you will see an ‘Actions’ box on the right-hand side. 

If you have a group of contacts that you would like to upload from elsewhere you can click the option to ‘Import contacts’.

On this page, you can choose the file you would like to import. 

There is also some useful information on the right-hand side which informs you what you can upload along with a template link you can use. 

Alternatively, if you would like to add an entirely new contact, you can press the ‘Add New Contact’ option. 

This page is where you can fill out the contact’s details.

Firstly fill out the contact information:

• Organisation name 

• First name

• Last name

• Job title

• Phone 

• Mobile

• Email

• Website

• Address

• Postcode

Then add any relevant notes for this contact in the box provided.

If you want to add any search tags or if you would like to add your contact to any categories, you can do so in the boxes provided. Type in the word or phrase and then press enter.

You can also upload any files by clicking ‘Choose files’.

When you have added all the information required, you can set the status of your contact as active and confirm if you would like the contact to be shared with practices within the group if available. 

Then press save.

Your contact will now be listed alongside any other added contacts in the overview page.

You can click to view or edit the contact here at any point.