Documentation
Applying For Jobs
Clients
Contacts
Courses
Hro
Inbox
Job Fit
Knowledge Bases
Notifications
Ocw Intro
Reports
Support
Tasks
Contacts
Quickstart Guide
Intro:
You can easily manage and organize all your contacts in OCW. Add new contacts, link them to clients, and update their details at any time.
Step-by-Step Guide:
- Click Contacts in the navigation menu.
- Click Add new contact.
- Fill in the contact details (most fields are optional).
- (Optional) If the contact is linked to a client, select the client in the Company section.
- Click Save contact to add the contact.
- To view or edit a contact, find them in the list and click View.
Frequently Asked Questions
Q: Is there a limit to the number of contacts I can add?
A: No, you can add an unlimited number of contacts for free.
Q: Can I link a contact to multiple clients?
A: Currently, each contact can be linked to one client. For more flexibility, use notes.
Q: Can I edit contact details after creation?
A: Yes, click View next to the contact and edit their information as needed.
Q: How do I delete a contact?
A: Open the contact profile and use the delete option (top right) to remove the contact.
Q: What information should I add for a contact?
A: At minimum, provide a name and email. You can also add phone, company, title, and any other relevant details.
Q: Can I search or filter contacts?
A: Yes, use the search and filter options at the top of the Contacts page to quickly find the contact you need.