Build your contact database one person at a time

Adding contacts to Officaid takes just a few moments, but the information you capture can power your business relationships for years. This guide walks you through the full contact creation process, from basic details to company associations and family connections.

Creating a New Contact

1. 1 Navigate to Network → Contacts
2. 2 Click the + Add New Contact button in the top right corner
3. 3 Fill in the contact details across the three tabs: Basic Info, Associations, and Family
4. 4 Click Save when you're finished, or use Next > to move through each tab

Basic Info Tab

This tab captures who the contact is and how to reach them.

Essential contact details:

• First Name - The contact's first name (required)
• Middle Name - Optional middle name
• Last Name - The contact's last name (required)
• Email - Their email address
• Country Code - Select from the dropdown for proper phone formatting
• Phone - Their phone number
• Remarks - Any general notes about this contact

Personal Info:

These optional fields help you understand your contact better and personalize your interactions.

• Gender - Select from the dropdown
• Religion - Select from the dropdown
• Birthday - Their date of birth, useful for birthday reminders

Social Profiles:

Link their professional social accounts to stay connected.

• LinkedIn - Their LinkedIn profile URL
• X/Twitter - Their X (Twitter) handle or URL

Associations Tab

Link your contact to the companies they work with. A single contact can be associated with multiple companies.

Company association fields:

• Company - Select an existing company from the dropdown
• Title - Their job title at this company
• Department - Which department they work in
• Company Email - Their work email for this company
• Country Code / Phone - Their work phone number
• Start Date - When they started at this company
• End Date - When they left (leave blank if currently employed)
• Currently working there - Toggle on if they're still at this company
• Primary Contact? - Toggle on if they're your main point of contact at this company
• Remarks - Notes specific to their role at this company

Click + Add Company to link the contact to additional companies.

Family Tab

Record family connections to strengthen your personal touch. This is especially useful for remembering important dates and building rapport.

Family member fields:

• Relationship - Select from the dropdown (e.g., Child, Spouse, Parent)
• Name - The family member's name
• Gender - Select from the dropdown
• Birthday - Their date of birth
• Remarks - Any notes about this family member

Click + Add Family Member to add more family connections.

Saving Your Contact

You can save your contact at any point by clicking Save. If you want to review each section, use the Next > and < Previous buttons to navigate between tabs before saving.

Once saved, you'll be taken to the contact's profile where you can view their details, add notes, and start logging activities.

Frequently Asked Questions

What's Next?

Now that you've added a contact, explore more ways to enrich their profile:

• Linking Contacts to Companies - Connect contacts to the businesses they represent
• Adding Family Members - Record personal connections for meaningful touchpoints
• Managing Contact Details - Explore the full contact profile and quick actions