Create, edit and delete InLoox contacts

Create a new contact

By using the InLoox contact management tool you can manage important contact information of customers, partners, colleagues etc.

To create a new contact proceed as follows:

1. Click on the People icon in the InLoox PM or InLoox now ribbon. Afterwards, choose an address book in the tree structure on the left below People. (If you haven’t created an address book yet, you can use the “InLoox Address List” address book.)

2. Click on New Contact on the Start tab. 

3. A new window will open. Here you can enter all important contact information: 

• (1)    General: Enter Title, First Name, Last Name as well as the company the person is working for. Additionally, you can add a picture by clicking on the grey default picture or on Image in the ribbon. Then you choose a picture and click on Open.
• (2)    Contact details: Afterwards, you can add additional contact details in the areas Internet, Phone and Address.
• (3)    Permissions & Licenses: InLoox Admins have access to special features in the permissions and licenses area. InLoox Admins can create a user account for InLoox PM or InLoow now for the new contact by clicking on Allow Login. The persons automatically receives a user license provided that this feature is activated in the InLoox options. Additionally, it is necessary that you have unused user licenses left. For more information see Create an InLoox user account.

• (4)    More & Note: Finally, you add the birthday and if necessary a note. When you are clicking into the note area, the additional tab Format appears in the ribbon. The Format tab provides several features for formatting the note:

  

   

  The formatting features are oriented towards common word processing programs. For more detailed information on the formatting feature see bullet point 7. in How to create a new project.

4. When you are finished, click on Save and Close in the Contact tab. The contact is added to your address book and appears in the contact overview. 

Edit a contact

To edit a contact double-click on the contact in the address book. A new window will open and you can edit all contact details. When you are finished, click on Save and Close. 

Delete a contact

To delete a contact you have to options:

• Select the contact in the address book and click on Delete in the Start tab.
• Right-click on the contact to open the context menu. Click on Delete in the context menu.