Adding Contacts from the Quick Add

If you use the quick add from your calendar view, you can save even more time by attaching contacts to an event right when you are adding it.

Video Tutorial


Add Contacts from the Quick Add

  1. Hover over Calendars.
  2. Click Calendars (new!).

  1. Click the date(s) on your calendar on which you would like to book an event.

  1. Click +Add under the Address Book heading.

You can now attach an existing address book item to the event or create a new one.


Add an Existing Address Book Item

  1. Select the type of address book item from the drop-down.

  1. Select the role from the drop-down.

  1. Search for the address book item in the Name field.
  2. Click on the appropriate search result.

  1. Click Add.

Finish adding the event using the quick add, and your contact will be assigned to the event.


Create a New Address Book Item

  1. Click +create new.

  1. Fill out the information for the new address book object, including:
    • Type: Select whether this address book item is a person, company, venue or artist from the drop-down.
    • Role: Pick the role you would like to assign to this contact for the event to which it is being added.
    • Name: Enter the name of the address book item.
    • Company: You can optionally search for a company to assign as the parent of this address book item. If you do so, the phone number and address will be automatically pulled from this company's entry.
      Note: This field will be labeled Parent if you are adding a company.
    • Email: Enter the address book item's primary email address.
    • Group: You can optionally assign a company-wide address book tag to apply to your new address book item.
  2. Click Add.

Finish adding the event using the quick add, and your contact will be assigned to the event.

quick add contact client company venue artist person people attach address book item entry
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