Managing Contacts
Organize and manage your contacts, leads, and professional relationships in OpenLuxe.
Accessing Contacts
Desktop
- Click Contacts in the left sidebar
- View contact list and details
- Access filters and search
Mobile
- Tap Contacts in navigation
- Scrollable contact list
- Pull down to refresh
Desktop View
Contact List
Left side shows all contacts:
- Alphabetical or custom sort
- Search and filter bar
- Quick actions on hover
Contact Details
Right side shows selected contact:
- Full contact information
- Activity history
- Notes and tags
- Communication options
Mobile View
Contact List
Full-screen scrollable list:
- Contact cards with key info
- Tap to view details
- Floating action button for new contact
Contact Details
Full-screen detail view:
- Tap back to return to list
- Swipe between sections
- Quick action buttons
Touch Actions
- Tap: Open contact
- Swipe: Quick actions (call, email)
- Long Press: Select for bulk actions
Adding Contacts
Desktop
- Click Add Contact button
- Fill in contact form
- Add optional details
- Click Save
Mobile
- Tap + or Add Contact
- Enter contact details
- Scroll for more fields
- Tap Save
Contact Information
Required Fields
- Name (first and/or last)
- Email or phone (at least one)
Optional Fields
- Company
- Address
- Tags/categories
- Notes
- Custom fields
Searching Contacts
Desktop
- Use search bar at top
- Filter by tags, status, etc.
- Sort options available
Mobile
- Tap search icon
- Type to filter instantly
- Use filter button for advanced
Contact Actions
Calling
- Desktop: Click phone number
- Mobile: Tap phone to call directly
Emailing
- Desktop: Click email address
- Mobile: Tap email to open mail app
Messaging
- Start OpenLuxe chat
- Send quick message
