Customer List

The Contact Management menu is a large table page like an Excel sheet containing names, phone numbers, and emails of people who have contacted you.

Viewing Person Details

1. On the left menu, click the text Contact Recipients.
2. The main view will display rows of customer identity data.
3. There is a Search column shaped like a magnifying glass at the top of the screen to find people by name.
4. You can click a name or the pencil logo (Edit Icon) at the far right of a name to modify or correct the customer's name and record their new phone number.

Adding a Person Manually

1. Look for the button labeled New Contact located at the top of the screen, then click it.
2. Fill out the small form (such as Name, Email).
3. Click the checkbox / check button Save to lock the data so it gets saved.