Creating Contacts Manually

Add individual contacts with full control over details. Ideal for business cards, VIP contacts, or quick entry during calls.

Prerequisites #

• create_contacts permission
• Know your unique identifier field (email, phone, or custom field)

Creating a Contact #

Navigate to PloverCRM → Contacts → Add New

Required Information #

Enter the unique identifier field (default: email):

<span class="hljs-attribute">Email</span>: john.doe<span class="hljs-variable">@example</span>.com
<span class="hljs-attribute">Phone</span>: +<span class="hljs-number">1</span>-<span class="hljs-number">555</span>-<span class="hljs-number">0123</span> (if configured as identifier)

Standard Fields #

• Personal: First Name, Last Name, Email, Phone
• Address: City, State, Country, Postal Code

Optional Fields #

• Custom Fields: Appear in groups (Business Info, Personal Details)
• Lists/Tags: Select lists, add tags (e.g., “VIP”, “Hot Lead”)
• Stage: Lead, Prospect, Customer, etc.
• Owner: Auto-assigned to you (change in Contact Owner metabox)
• Note: Add initial context

Save #

Click Publish. Success indicators:

• “Contact published” message
• Redirected to contact detail page

Validation #

Duplicate Handling:

• PloverCRM: Updates existing contact
• FluentCRM: Shows “Email already exists” error

Email Format:

• Valid: [email protected], [email protected]
• Invalid: john@example, @example.com

Permissions #

• Super Admin: All fields
• CRM Manager: Most fields, some restrictions
• CRM Agent: Basic fields only

Grayed fields = no edit permission.

Best Practices #

• Use consistent formatting (phone: +1-555-0123, names: Proper Case)
• Assign lists/tags immediately for segmentation
• Add notes for context
• Shortcuts: Tab (next field), Ctrl/Cmd+S (save)

Common Scenarios #

Business Card Entry:

1. Email → Name → Phone → Company/Title
2. Assign “Leads” list → Tag “Networking Event”
3. Set stage “Lead” → Add note → Save

Quick Call Entry:

1. Email/Phone → Name
2. Assign “Follow-up” list → Add note → Save

Troubleshooting #

Problem	Solution
Publish disabled	Check required field, verify email format, check permissions
Contact not appearing	Switch to “All Contacts” filter, clear filters
Custom fields missing	Verify fields created, check visibility settings
Duplicate created	Search before creating, check unique identifier config

Mobile App #

Tap + → New Contact → Fill details → Save

Features: Business card scanning (OCR), phone contact import, photos, voice notes

Last updated: February 3, 2026