Guides

Contacts — Complete User Guide

Getting Started with Contacts

Path: Frontline → Core modules → Contacts

The Contacts module is the central place to manage people and organizations connected to your business. It has four tabs: Customers, Companies, Leads, and Client Portal Users.

How to Create and Manage Customers

Path: Frontline → Core modules → Contacts → Customers

The Customers tab shows all registered customers. You can search, filter, import, export, and add new customers from here.

To create a new customer, click the Add Customer button in the top-right corner.

Fill in the customer form:

• First Name and Last Name (required).
• Code — internal reference code.
• Owner — assigned team member.
• Email and Email Verification Status.
• Phone and Phone Verification Status.
• Description — optional notes.

• 

Click Create Customer. The customer details page opens with a success message.