The Agency Access database is full of Creative Contacts, but the platform was built for members to utilize with their Personal Contacts as well. Managing all your contacts in one place will save you time and energy when organizing your business. Here is how you can add, organize, and manage your Personal Contacts within the Agency Access platform.
To add Personal Contacts to your database, start by opening the Directory. Then, click the "Add Contact" button at the top right-hand corner of the screen.
This button will open a modal where you can add your contact's information and address. You can add custom fields right from the modal and even tag your newly added contacts, saving you valuable time.
Once you have your contacts added, they will show up on the "Personal" side of the Directory. Our platform identifies your Personal Contacts by adding a lock icon over the initials of the contact record. Agency Access Directory Contacts and a member's Personal Contacts are separate to avoid confusion.
To Edit a Personal Contact, expand the three-dot menu located to the right of the contact and click "Edit Contact"; this action will open up the "Contacts Edit" modal.
The "Contacts Edit" modal should look familiar. Here is where you can edit address information, phone numbers, emails, custom fields, and tags.
Another way to view your Personal Contacts is within the Contact Details page. Like before, select the three-dot menu of the contact you want to view; this action will bring you to the Contact Details page.
From this page, you can review the contact's contact info, custom fields, and tags.
You can also edit in this area by clicking the "Edit Contact" button. Once selected, the contact's "Edit" modal will open again, and you can continue to edit the contact info, custom fields, and tags.
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