Managing Contact Information

This guide explains how to view, edit, and manage existing contact information in the OneClickWorker platform.

Accessing Contact Details

1. Log in to your OneClickWorker account at https://app.oneclickworker.com/
2. Navigate to the Contacts section from the main navigation menu
3. Find the contact you want to manage in the contacts list
4. Click on the "View" link next to the contact's name to access their details page

Contact Details Page Overview

The contact details page provides a comprehensive view of all information related to a contact. The page displays the contact's:

• First and last name
• Email address
• Phone number
• Role
• Associated company
• Contact preferences
• Notes

Editing Contact Information

Updating Basic Information

1. On the contact details page, you'll see all the current information for the contact

2. Make changes to any field you need to update:

   • First Name
   • Last Name
   • Email
   • Phone
   • Role
   • Contact Preferences
   • Notes

3. After making your changes, click the "Save Contact" button at the bottom of the form

4. A success message will appear when your changes have been saved

Changing Company Association

To change which company a contact is associated with:

1. On the contact details page, locate the Company dropdown field
2. Select a different company from the dropdown list
3. To remove a company association, select "No Company" from the dropdown
4. Click "Save Contact" to apply the change

Deleting a Contact

If you need to completely remove a contact from the system:

1. Navigate to the contact details page
2. Click the "Delete Contact" button in the top right corner
3. A confirmation dialog will appear asking you to confirm the deletion
4. Click "Yes, Delete" to permanently remove the contact
5. You will be redirected to the contacts list page

Warning: Deleting a contact is permanent and cannot be undone. All associated data will be permanently removed.

Contacting a Contact via Email

To send an email to a contact:

1. From the contacts list, click the email icon next to the contact's name
2. You will be redirected to the inbox page with the contact's email pre-filled
3. Compose your email and send it directly from the platform

Best Practices for Contact Management

• Keep contact information up-to-date, especially email addresses and phone numbers
• Use the notes field to record important details about your interactions
• Regularly review your contacts list to ensure information is current
• Always associate contacts with their company when applicable for better organization

Next Steps

After updating contact information, you may want to:

• Add a new contact
• Navigate the contacts list