Contacts
Contacts are people.
Last updated
Contacts are people.
Last updated
Before you can take advantage of Airdesk, the first step is to create accounts and them the contacts. You can create them as new contacts appear, but we suggest that, if you already have them, you create them before inviting other members of the company.
Click on the top right corner on "Contacts" and select "Contacts" on the menu.
Name
Description
Account
You should associate the contact with one or more accounts.
Avatar
Image that identifies the contact in Airdesk.
Name
Name of the contact, you should insert the first and last name.
Phone
In order to normalize all the prefixes, this field is divided in two.
Name of the contact.
Mobile
In order to normalize all the prefixes, this field is divided in two.
Notes
Free field for observations.
State
The accounts status: Active, Inactive.
Legal basis for processing a contact's data
Options available:
Legitimate interest - possible / potential.
Legitimate interest - existing client.
Legitimate interest - other.
Execution of a contract.
Consent given by the contact.
Not applicable.