Creating a Contact

Efficiently manage your client relationships by creating and organizing contacts within Cashflow.io. Integrate contacts into your transactional workflow to save time.

Creating a contact in Cashflow.io allows you to easily store and manage important client information. This guide will walk you through the simple steps to add a new contact and keep your contact list organized for smooth transactions.

Learn more about managing and editing contact's personal and payment information.

Adding New Contacts

1. On the upper right of the page, click the Account Menu and select Contacts.
2. You will be directed to the Contacts page. Click the + NEW button to add a new contact.
3. The Add New Contact page opens. Specify the contact information:
   1. Contact Name: enter the contact’s full name.
   2. Language: click the drop-down arrow to select the contact’s preferred language.
   3. Email: enter the contact’s email address.
   4. Phone (optional): enter the contact’s phone number.
   5. Address (optional): enter the contact’s address in the appropriate fields (Street Address, Suite, City, State / Province, ZIP / Postal Code, Country).
4. After specifying the contact information, click CREATE.