Adding useful contacts

In Yomly, you can save the contact information of any person or organization whom you keep in touch with frequently.

For example, you can save the information of your person of contact or the customer support helpline at an organization that provides a service that you use frequently.

As a platform admin, to add a useful contact, do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Organisation > Useful contact.

   The list of all previously-saved useful contacts for your business is displayed. You can expand any useful contact listed to view its details.

3. Click + Add contact.

   

4. Enter the following details:

   1. In Contact type, enter a description for the contact.

   2. Depending on the information you want to save, enter the following details:

      • Contact name
      • Contact phone number
      • Contact email address

   

5. Click Create Contact.

   The contact is saved and added to the list.