Adding a contact

There are a few ways to add a new contact. The form is the same everywhere.

Where do you start?

• In the Contact List: click Add contact at the top.
• From the main menu: choose New > Contact.
• From the Inbox: a sender who isn't in SpinOffice yet shows a question mark. Add the sender as a contact right there.

Filling in the form

1. At the top, choose the contact type, for example Customer, Prospect or Supplier. This field is required. Read more: Contact types
2. Fill in the name, address and contact details.
3. Use the sections on the left to add more, such as info fields and tags.
4. Leave Link all emails to this contact ticked. SpinOffice then puts all emails already in SpinOffice from and to this email address in the contact's archive.
5. Click Save.

A contact person at a company?

Add the contact person from the company, so they're linked straight away. Read how: Linking contact persons to a company

Many contacts at once?

Import them from Excel, Office 365 or Apple Contacts: Importing contacts