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📓 How to Create and Delete Contacts

Manage your contact list from the platform for your entire organization.
In Code Contract, you can easily manage external contacts or participants who do not need to have a registered account on the platform.

 

This is ideal for including collaborators, clients, or suppliers who only need temporary or limited access.

 

How to Create a Contact in Your Address Book

 

  • Go to the Contacts section in the main menu.
  • Click Add New Contact.
  • Fill in the contact’s basic information: name, email, phone number, and any relevant details.
  • Save the contact so it is registered in your address book.
  • You can now assign this contact to projects or groups as needed.

How to Delete an External Contact

 

  • In the Contacts section, find the contact you want to delete.
  • Select the contact and click Delete or Deactivate.
  • Confirm the action to remove the contact from your address book and prevent further notifications or access.