Contacts

Contacts are people.

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.

How to create a contact

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.

Email

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.

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