What is Contact Management

Learn what contact management is and how Officaid helps you organize your business relationships.

Understanding Contacts

Discover how Officaid helps you store and manage the people you work with in one central place.

Adding a Contact

Learn how to add new contacts to Officaid and capture all their important details.

Linking Contacts to Companies

Connect your contacts to the companies they work with in Officaid for a complete relationship picture.

Adding Family Members

Record family connections in Officaid to personalize your business relationships.

Managing Contact Details

Explore the contact profile in Officaid and learn how to use quick actions, notes, and more.

Viewing Contact Activities

See every interaction with a contact in Officaid to stay on top of your relationships.

Editing and Removing Contacts

Update contact details or remove contacts you no longer need in Officaid.