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Overview

Create a contact when you want one customer, lead, vendor, or stakeholder profile that can hold communication methods, company context, tags, and custom fields. The current contact form supports:
  • First and last name
  • Avatar or uploaded profile image
  • Company link
  • Multiple email addresses
  • Multiple phone numbers
  • Primary email and primary phone selection
  • Custom fields configured by your organization
  • Tags under more options

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Open the Contact Form

  1. Go to Contacts from the Z360 sidebar.
  2. Click Add Contact.
  3. The Create Contact dialog opens.

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Add the Contact Name and Avatar

  1. Enter the contact’s First Name.
  2. Enter the contact’s Last Name when available.
  3. Choose an avatar or upload a profile image.
  4. Confirm the image selection.
A profile image is optional, but it makes contacts easier to recognize in list and card views. Use the Link to a company? switch when the person belongs to a company or account.
  1. Turn on Link to a company?.
  2. Choose an existing company, or create a new one directly from the picker.
  3. For a new company, add the company name.
  4. Add the company website and logo when useful.
When you enter a website for a new company, Z360 can reuse an existing company with the same normalized website instead of creating a duplicate.

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Add Emails and Phone Numbers

The contact form has two separate sections: Emails and Phone Numbers.
  1. Enter the first email address or phone number.
  2. Click Add to add more rows.
  3. Use Primary to choose the main email or phone when there is more than one value.
  4. Remove any row that should not stay on the contact.
If a contact has only one email or phone number, Z360 can treat that value as primary automatically. When multiple values exist, choose the primary method so lists and communication workflows show the right value first.

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Complete Custom Fields

If your organization has contact custom fields, they appear in the contact form.
  1. Fill each field that is relevant to the contact.
  2. Complete required fields marked with a required indicator.
  3. Use the correct field format, such as a date picker for date fields or a dropdown for controlled options.
Custom fields are created by admins in contact settings. If a field is missing, ask an admin to add it or open the contact custom fields settings if you have permission.

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Add Tags

  1. Open View more options.
  2. Use the Tags field.
  3. Select existing tags or type a new tag name.
Tags are useful for quick grouping, while custom fields are better for structured values you want to filter or report on.

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Save the Contact

Click Create Contact. If the contact does not save, check for validation messages beside the field that needs attention. Common issues include an invalid phone number, an email or phone number already assigned to another contact, a missing required custom field, or a primary email/phone that does not match the values entered.

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Tips

  • Add all real communication emails and phone numbers instead of overwriting older methods.
  • Choose primary values carefully when a contact has multiple methods.
  • Link contacts to companies instead of storing company names only as tags.
  • Use tags for quick labels and custom fields for structured information.
  • Keep required custom fields limited to information your team truly needs on every contact.