How to: set primary fields, adjust/customize labels, and get immediate actions on contacts

How can I set a primary phone number, email address, and/or location for a contact?

In Contacts+ for Web, click Edit in the upper right-hand corner, then drag/drop contact information to make it primary (to note: you can only drag/drop when there is more than one phone number, job title, email address, etc.).

When you drag your cursor over the briefcase, phone, email etc. icon or the
, the 

Screen_Shot_2017-02-27_at_2.43.53_PM.png will appear; use the hand to drag + drop contact info in the order you prefer.

In Contacts+ for Gmail, click Edit button to bring up the Edit screen for a contact.

Screen_Shot_2017-08-29_at_14.26.13.png

The information that shows up first is the primary. If you want to change address, phone number, and/or email address to primary, you can move it by clicking and holding/moving the dots that show up next to the label when you hover over with your mouse.

image-1.png

Once you have the order you would like selected, click the Save button at the bottom to go back to the contact. 

How can I adjust labels for my contacts?

If you need to adjust the labels for your contacts, we suggest using Contacts+ for Web or Contacts+ for Mac.

In Contacts+ for Web, click on Edit in the upper right-hand corner, then click the drop-down arrow next to any label to adjust it.

In Contacts+ for Mac, click on Edit in the upper right-hand corner, then click the up-down arrow next to any label to adjust it.

In Contacts+ for iOS, click on Settings (homepage) -> Contact items -> tap to choose/change the default label.

IMG_9839.PNG-1.png

In Contacts+ for Android, click on the Settings gear -> click Contact items.

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In Contacts+ for Gmail, click on the label and a drop-down list with available options will appear.

Screen_Shot_2017-08-29_at_14.29.11.png

Keep in mind that in Contacts+ for iOS and Contacts+ for Android, you can't change the label for a specific contact; however, per the screenshots above, you can change the general labels.

Can I add custom fields?

Yes, when adjusting the label, choose custom/other to make your own label.

How do I get immediate actions on a contact in Contacts+ for iOS/Contacts+ for Android?

In Contacts+ for iOS, swiping to the right on a contact (from left to right) will give you immediate actions, which include calling, calling via Facetime, video via FaceTime, sending a message, sending an email, etc.

In Contacts+ for Android, clicking the Screen_Shot_2017-03-02_at_12.08.47.png button next to the contact will give you immediate actions, which include calling, sending a message, sending an email, etc.

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