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Add Contacts

Ryan Reedy
Updated

How to Add Contacts to Partner Essentials

There are several ways to add contacts in Partner Essentials:

  • Add Contact
  • Add Multiple Contacts
  • Using Tools:

This article will explain how to Add a Single Contact and How to Add Multiple Contacts to Partner Essentials. To learn about the other options click the article links above. 

Add Contact: Adding a New Contact

  • On the top right of any Partner Essentials page, click the +Add button and then Add Contact.
  • Add Last Name, First Name and Spouse Name (if applicable) and click Save.

 

Partner Essentials will then pull up the newly created contact page.

Add Multiple Contacts

This can be helpful if you have multiple new contacts to add simultaneously. For example, if you are brainstorming names of people in your family, small group, at church, etc. 

  • On the top right of any Partner Essentials page, click the +Add button and then Add Contact.
  • Add Last Name, First Name and Spouse (if applicable), then any Address, Phone, or Email you know for each Contact. Each line will turn into a new Partner Essentials Contact.
  • Click Save.

Adding Contact Details

Once you’ve created a new contact or multiple new contacts, you can find them under the “Contacts” tab of Partner Essentials. 

When adding a new contact it is important to add details to this new contact. This can be done by visiting “A Contact’s Page” and making changes. For more information about how to add information to a contact, check out the article Quick Reference Guide: A Contact’s Page.

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