×
Features Pricing Resources About Login Sign Up

Create and Edit a Contact Using Time Captis

Jan 5, 2020     TUTORIAL

Manage your contacts and clients, both individual and business, in Time Captis. Refer to the detailed instructions in the step by step guide below.


1. Sign in to your Time Captis Account
2. Click on ‘Contacts’ from the Dashboard menu.

Figure 1
Figure 1

3. Upon doing so, the ‘Contacts‘ page will appear as shown in Figure 2 in which different types of Contact are shown.

Figure 2
Figure 2

4. You can create two types of Contact with Time Captis. Choose ‘Individual’ if your Contact is an individual or choose ‘Business’ if your Contact is a company or business. You can also choose whether the Individual or Business Contact is a Client or not.
To add a Contact, click on the ‘Add Contact‘ button and then choose the contact type as shown in Figure 3.

Figure 3
Figure 3

5. Upon doing so, the ‘Add Contact‘ page will appear. Each step shown in Figure 4 is explained in the below table.

Figure 4
Figure 4
Sl. No. Name Type Description
1 Name of Business Required Enter the name of the business
2 Email Address Required Enter the email address
3 Mobile Number Required Enter the mobile number
4 Date of Incorporation Required Enter the date of incorporation
5 Team Required Choose the team for which the contact is getting added
6 Is Client Optional Check this, if the contact is a client. The 'Is Client' option will be available for all the Teams except 'My Personal'.
7 Address Type Optional Choose the address type from the drop-down menu
8 Address Optional Enter the address for the chosen address type
9 City Optional Enter the city for the chosen address type
10 State Optional Enter the state for the chosen address type
11 Country Optional Enter the country for the chosen address type
12 Zip/Pin Optional Enter the zip/pin code for the chosen address type
13 Add Address Optional Click to add more address type
14 Label Type Optional Choose the label type from the drop-down menu
15 Description Optional Enter the description for the chosen label type
16 Value Optional Enter the value for the chosen label type
17 Add Label Type Optional Click to add more label type
18 Related Person Type Optional Choose the related person type from the drop-down menu
19 Full Name Optional Enter the full name for the chosen related person type
20 Email Address Optional Enter the email address for the chosen related person type
21 Mobile Number Optional Enter the mobile number for the chosen related person type
22 Date of Birth Optional Enter the date of birth for the chosen related person type
23 Add Related Person Optional Click to add more related person type
24 Note Optional Enter a note (if any)

Once you are done with, click on the ‘Save‘ button as shown in Figure 4. Upon doing so you can see your recently added Contact appearing in the Contact page.

6. To view a Contact, click on the said Contact on the Contact page as shown in Figure 5.

Figure 5
Figure 5

7. Upon doing so, the details page for the Contact will open as shown in Figure 6. Each step shown in Figure 6 is explained in the below table.

Figure 6
Figure 6
Sl. No. Name Description
1 Back Click to return to the contact page
2 Delete Contact Click to delete the contact
3 Edit Contact Click to edit the contact
4 Contact Type The type of the contact
5 Full Name Full name of the individual contact
6 Email Address Email address of the individual contact
7 Mobile Number Mobile number of the individual contact
8 Date of Birth Date of Birth of the individual contact
9 Note Note added for the individual contact
10 Primary Address The details of the added primary address
11 Label The details of the added label
12 Related Person The details of the added related person

8. To edit the Contact, click on the 'Edit' button present in the details page of the Contact as shown in Figure 7.

Figure 7
Figure 7

9. Upon doing so, the Edit Contact page will appear as shown in Figure 8. Edit the details as per your requirement and click on the 'Save' button to save the changes.

Figure 8
Figure 8

10. To delete the Contact, click on the 'Delete' button present in the details page of the Contact as shown in Figure 9.

Figure 9
Figure 9

11. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 10 and the said Contact will be deleted.

Figure 10
Figure 10

12. To sort the Contacts name by Alphabet, click on the 'Sort By Alphabet' button present in the Contact page as shown in Figure 11.

Figure 11
Figure 11

13. Then click on any of the alphabet as you want for which the result will appear as shown in Figure 12.

Figure 12
Figure 12

14. To check the today and upcoming birthdays of the Contacts, click on the 'Birthdays' button present in the Contact page as shown in Figure 13.

Figure 13
Figure 13

15. Upon doing so, you shall see the today and upcoming birthdays of the Contacts as shown in Figure 14.

Figure 14
Figure 14

16. To Filter Contact(s), click on the 'Filter ' Text box as shown in Figure 15.

Figure 15
Figure 15

17. Upon doing so, the Contact page will display the fields for filtering as shown in Figure 16. Each step shown in Figure 16 is explained in the below table.

Figure 16
Figure 16
Sl. No. Name Description
1 Name Enter any contact name to be filtered
2 Toggle Up Click to hide all the filter fields
3 Select Team Filter contacts by choosing a team from the drop-down menu
4 Select Type Filter contacts by choosing a type from the drop-down menu
5 Is Client? Filter contacts by choosing whether the contact is a client or not
6 Search Click to see the filtered result
7 Reset Click to clear all the search parameters