How to Add Contacts Quickly (with Quick Contact)

The quick contact feature lets you enter all details in one text field instead of hunting for individual form fields.

Accessing Quick Contact

1. Click the Plus button
2. Select New Contact
3. Choose "Quick Contact" at the top of the window

How Quick Contact Works

Instead of filling out individual fields, you can enter all information naturally in one large text box:

• Customer name
• Property address
• Phone number
• Email address
• Service notes (like "needs immediate assistance, major leak in garage")

Example Entry Format

You can type information in natural language:

"Jane Smith, 123 Main Street, (555) 123-4567, jane@email.com, needs immediate assistance, major leak in garage"

The AI automatically distributes each piece of information to the appropriate field in the contact record.

Saving and Verification

1. Click "Save Contact" after entering your information
2. Review the contact record to ensure all details were captured correctly
3. Check that notes were preserved for important service details

Comparison to Standard Entry

Quick Contact Benefits:

• Faster data entry for busy situations
• Natural language input
• No need to navigate between form fields

Standard Contact Form:

• More control over data placement
• Familiar form-based approach
• Still available when precision is needed

When to Choose Quick Contact

Quick contact is particularly useful for:

• Emergency service calls
• Rapid lead capture
• Phone-based contact entry
• High-volume contact creation

The AI parsing saves time while ensuring all important information reaches the appropriate fields in your contact management system.