There are several ways to create a contact in Orderry:
Option 1. Create a Contact Manually on the Contacts Page.
Reminder: you can customize the contact form on the Settings> Forms editor > Contacts page. You can also set up a restriction on creating contacts with the same phone number or email address on the Settings > General > Contacts page.
Option 2. Import Contacts via an Excel File.
On the Contacts page, click the Import button. Download an Excel file sample, fill in the file and upload it back to Orderry. Read more about importing contacts and filling out the template here.
Option 3. Create a Contact in a Work Order, Lead, Sale, or Create a Supplier in a Posting Document.
Enter the name of the contact/supplier in the work order, lead, sale, or posting document. Click + or + Create contact. Fill in the contact information and save the changes.
Option 4. Creating a Contact via the API or Online Connectors.
In addition to the above options, you can set up automatic contact creation in Orderry via the API. You can do it yourself using the available methods in the documentation or with the help of online connectors listed on the Integrations page.
This option will come in handy if you want to create contacts from requests on your website or Facebook automatically.