Documentation | Manage Your Contacts | Tour Resellers | Orioly

Manage Your Contacts

Having a complete and organized contact database is fundamental to any company. 

Using Orioly to add and manage your contacts is very simple. First, let’s take a look at how to create a new contact.

  1. Sign in to your Orioly account.
  2. Go to New contact.
  3. In the New contact section, add all the information related to the new contact.
  4. When you finish filling out the form, click Save.

To manage your contacts, navigate to the Contacts section.

Here you have a list of all the contacts created within Orioly.

On this list, you have information about contact payment status, personal information and amount spent to date.

Click the Three dots button and then View Profile for quick access to additional information about a particular contact and to edit his/her profile. After editing click Save.

Note 1: Hide the contact data by ticking Obfuscate data, or prevent other users from editing the contact info by checking Disable editing contact info

Note 2: On this section you can also delete a contact. Click Delete and then Confirm. If a contact has bookings, you will not be able to delete the contact.

Now that you know how to manage your contacts, check the documentation regarding How to manage your company user accounts.

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