Adding a New Contact

This guide walks you through the process of adding a new contact to the OneClickWorker platform.

Accessing the Contact Creation Form

1. Log in to your OneClickWorker account at https://app.oneclickworker.com/
2. Navigate to the Contacts section from the main navigation menu
3. Click the "Add New Contact" button in the top right corner of the contacts list page

Completing the Contact Information Form

The contact creation form contains several fields for entering contact information. Fields marked with an asterisk (*) are required.

Basic Information

Additional Information

Saving the Contact

1. Review all entered information for accuracy
2. Click the "Save Contact" button at the bottom of the form
3. If there are any validation errors, they will be displayed at the top of the form
4. Once successfully saved, you will be redirected to the contact details page

Tips for Adding Contacts

• Company Association: If you need to associate a contact with a company that doesn't exist yet, first create the company in the Clients section, then return to create the contact
• Required Fields: At minimum, you must provide the contact's first name, last name, and email address
• Contact Preferences: Use the Contact Preferences field to note any specific communication preferences that will help your team interact effectively with this contact

Next Steps

After creating a contact, you can:

• Manage contact information
• Send an email to the contact
• Associate the contact with a client company