Creating Contacts Manually

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

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Prerequisites #

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

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Creating a Contact #

Navigate to PloverCRM → Contacts → Add New

Required Information

Enter the unique identifier field (default: email):

Email: [email protected]
Phone: +1-555-0123 (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

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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

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Permissions #

Role	Access
Super Admin	All fields
CRM Manager	Most fields, some restrictions
CRM Agent	Basic fields only

Grayed fields = no edit permission.

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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)

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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

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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

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Mobile App #

Tap + → New Contact → Fill details → Save

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

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Last updated: February 3, 2026