How to create & manage contacts via Index Web

Index Web users now have the opportunity to create and manage Index contacts via Web. We've added a Contact tab (next to the Inbox tab) to help keep your contact details up-to-date and organized.

For a complete overview of Index Web contacts, visit the Index Web Contacts Tab Overview article. 

Contact Details Screen 

In the Contact Details Panel, you have the following options:

• Phone (can add additional phone numbers) 
• Email (can add additional email addresses) 
• Company 
• URL (i.e. business website/link)
• Address
• Notes (where you store details for a customer)

FYI: You can add labels to certain contact details (options - Mobile, Home, Work, Other)

If you hover over certain details in the Contact Details Screen, you can:

• Edit (pencil icon)
• Favorite a contact (start icon)
• Start a conversation (message bubble icon)
• Delete (trash can icon)

Creating a new Contact via Web

To add a new contact to Index Web:

1. While logged into Index Web, select the Contacts tab to view your contacts list. 
2. On the top-right, click the Add button. 
3. Add in the contact details. 
4. Click SAVE. 

Edit a Contact via Web

1. While logged into Index Web, select the Contacts tab to view your contacts list. 
2. Locate the Contact you wish to edit and click to open the Contact Details screen. 
   • Tip: Use the search bar to filter contacts by name, tag, or phone number.
3. With the contact details panel opened, hover over the information you wish to edit and click the Edit (pencil icon) button.
4. Make the edits. 
5. Tap SAVE once finished. 

In addition to editing, from the Contact Details Panel you can also:

• Favorite a contact (start icon)
• Start a conversation (message bubble icon)

Deleting a Contact via Web

Follow the steps above to locate the contact and pull up the Contact Details Panel, then click the trash can icon to delete a contact.