CRM Contacts

The CRM Contacts feature allows users to create, search, view, and manage contact records within the CRM. Contacts can be enriched with personal details, contact information, addresses, and optional metadata used for communications and reporting.

Overview

The Contacts module provides the following functionality:

• View all CRM contacts in a searchable table
• Add new contacts
• Edit existing contact information
• Manage contact addresses
• Capture birthdays for automated birthday messaging
• Store optional work and identification details

Accessing Contacts

1. Navigate to the Admin Dashboard
2. Select CRM
3. Click Contacts

You will see a table listing all contacts in the system.

Contacts List View

The contacts list displays key information in a table format:

Displayed Columns

Column	Description
ID	System-generated contact ID
Name	First and last name
Email Address	Primary email
Phone No.	Primary phone number
Valid Phone	Phone validation status
Birthday	Formatted birthday
Actions	Edit contact

Searching Contacts

A global keyword search is available at the top right of the table.

• Searches across name, email, phone number, and birthday
• Updates results instantly as you type

Adding a New Contact

1. Click Add Contact
2. The Add Contact modal will open

Required Fields

Field	Description
Title	Mr, Ms, etc.
First Name	Contact's first name
Last Name	Contact's last name

Basic Information

Fill in the following fields:

• Email
• Phone Number
• Gender

Birthday Entry

Birthdays are entered using a month/day format (MM/DD).

1. Enter the month (MM)
2. Enter the day (DD)
3. Confirm the displayed formatted date

Validation Rules

• Month must be between 01–12
• Day must be valid for the selected month
• Optional support for February 29 (without year context)

⚠️ Birthdays are used for automated birthday messages — accuracy is important.

Optional Fields

You can optionally capture additional information:

Address Search

• Type an address to receive suggestions
• Enable Global Search to widen address results
• Select a suggestion to store:
  • Full address
  • Latitude
  • Longitude

Additional Optional Fields

Field	Description
Work Phone No.	Secondary phone number
ID No.	Identification number
Passport No.	Passport number
Job Title	Job role
Department	Department name
Cost Center	Internal reference

Saving the Contact

1. Review all entered details
2. Click Submit
3. The contact will be added to the contacts list

Editing a Contact

1. Locate the contact in the table
2. Click the edit (✏️) icon
3. The Edit Contact modal will open

Editing Contact Details

You can update:

• Name and title
• Email and phone number
• Gender
• Optional fields
• Address
• Birthday

Updating the Address

1. Enable Change Address
2. Type a new address
3. Select an address from the suggestions
4. Confirm the updated location details

Updating the Birthday

1. Enable Change Birthday
2. Enter the new MM/DD
3. Validate the date
4. Confirm accuracy before saving

Validation & Error Handling

The system enforces validation to ensure data quality:

• Invalid dates are prevented
• Required fields must be completed
• Errors are displayed inline before submission

Best Practices

• Always verify phone numbers and email addresses
• Double-check birthdays before saving
• Use address search to ensure accurate location data
• Complete optional fields where possible for better reporting