Select the “Contacts” icon in the upper left corner of your browser window.
![](https://rwelephant.com/wp-content/uploads/Contacts-Icon-01.png)
Here you can edit, add, delete, merge, and archive Contacts.
![](https://rwelephant.com/wp-content/uploads/01-Contacts-View-Contacts.jpg)
In the column on the left, select “All Companies” to view all People without a Company entered. Or select a specific Company to view the Company and the Persons entered within that Company. Select a specific Person to view their Contact Detail.
When you select a Contact, the Contact Detail will display in the window on the right. When the “Detail” tab is selected, view the Contact’s Name, Company, Phone Numbers, Emails, and Address.
![](https://rwelephant.com/wp-content/uploads/02-Contacts-Contact-Detail.jpg)
Select the “Orders” tab to view all Orders that the Contact is on and in what field it was entered (Client, Coordinator, Onsite Contact, Venue, etc.).
![](https://rwelephant.com/wp-content/uploads/03-Contacts-Orders-Tab.jpg)
Add a New Contact
Within RW, Contacts can be added in one of two ways within RW:
- Within Orders, type the name and select “Add new contact…”
- Within Contacts, select the “+” button
Now let’s talk more about that latter option.
Navigate to the Contacts icon in the upper left corner of your browser window.
Contacts can either be entered as a Person or a Company. At the top of the columns on the left, select the “+” button under “Companies” to add a new Company Contact or select the “+” button under “People” to add a new Person Contact.
![](https://rwelephant.com/wp-content/uploads/04-Contacts-Add-Contact.jpg)
A new blank Contact will appear in the right panel.
Select the green “Edit Contact” button.
Enter the Contact Details for name, company, phone, email, and address.
Add a phone number or email address by double clicking on one of the example fields (i.e. prefixed 555-555-5555).
When the edit mode opens, type in the phone or email.
![](https://rwelephant.com/wp-content/uploads/05-Contacts-Phone-Number.jpg)
Change the type of phone or email (Home, Mobile, Work) by double clicking on the label and entering in a custom label.
![](https://rwelephant.com/wp-content/uploads/06-Contacts-Phone-Label.jpg)
Add additional phone numbers or emails by select the “+” button in the upper right corner.
![](https://rwelephant.com/wp-content/uploads/07-Contacts-Add-Phone-Number.jpg)
Delete a phone or email entry by selecting the entry and pressing the “-“ button in the upper right corner.
Delete a Contact
A Contact can only be deleted if it has not been used on an Order.
To delete a Contact, select the Contact in the column on the left.
Then press the “-“ button at the top of the list under the search bar.
![](https://rwelephant.com/wp-content/uploads/08-Contacts-Delete-Contact.jpg)
Or right click on the Contact and select “Delete Person”.
![](https://rwelephant.com/wp-content/uploads/09-Contacts-Delete-Person.jpg)
In the pop-up, confirm by selecting the blue “Delete” button.
![](https://rwelephant.com/wp-content/uploads/10-Contacts-Confirm-Delete-Contact.jpg)
The Contact will be permanently deleted from your RW Account, unless it it used on any existing Orders, then you will receive this pop-up:
![](https://rwelephant.com/wp-content/uploads/11-Contacts-Cannot-be-deleted-alert.jpg)
If the Contact is used on any Orders, check out Archiving or Merging Contacts.
Also check out the differences between Editing, Changing, or Deleting a Contact on an Order.
See Contacts Report for an export of all your Contacts.