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Add and delete contacts

Owned by Helen Gosper
Last updated: Jun 04, 2024 by Denise McGettigan
2 min read

In CRM, contacts cannot exist in isolation and must be linked to an account.

During your Phocas implementation, we often import your Contacts and Leads as a one-time process. However, you might want to re-import these items occasionally, for example, to update custom fields in bulk. You can’t do this task yourself, but you can contact your Customer Success Consultant to arrange for our Professional Services team to do it for you.

Add a contact to an account

  1. Open the account record.

  2. Click the Contacts tab

  3. Click New. 

  4. Enter the contact details and click Save.

  5. Click Close. The new contact displays in the list of contacts.

Set a primary contact for an account

  1. Open the account record.

  2. Click the Contacts tab.

  3. Select the contact row (it turns blue).

  4. Click Set Primary.

Delete a contact

If you do not have delete permissions, the Delete button might not display or you might see a message at the top of the screen indicating you do not have permission to delete. Talk to your administrator about your permissions. Deleted items can be restored by administrators.

  1. Click the Phocas menu button > Contacts to open the Contacts screen.

  2. Select the rows of the accounts you want to delete (they turn blue) and click Delete.

In older versions of Phocas, deleting a contact also deletes activities associated with it, so you are deleting the entire history of that contact. An alternative is to mark the contact as inactive.