How to Create an Organizational Contact in Liradocs Mobile App

Estimated reading: 1 minute 9 views

Creating organizational contacts in Liradocs allows you to manage companies, firms, or other organizations efficiently. Follow these steps to add a new organizational contact using the mobile app.

Steps to Create an Organizational Contact

  1. Open the Menu
    Tap on the menu icon in the app to access different features.
  2. Go to Contacts
    From the menu, select “Contacts” to view your contact list.
  3. Create a New Contact
    Tap on the plus (+) icon to start creating a new contact.
  4. Select Organizational Contact
    Choose “Organizational Contact” to add a company or organization.
  5. Enter Organization Details
    • Organization Type: Select the type, for example, “Company.”
    • Organization Name: Enter the official name of the organization.
    • Business Name: Add the business or trading name, if applicable.
  6. Add Optional Contact Information
    You can also provide additional details such as:
    • Phone number
    • Email address
    • Physical address
  7. Save the Organizational Contact
    Once all details are filled in, tap on the “Create Organization” button.

Your new organizational contact is now successfully created and will appear in your contact list.

Share this Doc

How to Create an Organizational Contact in Liradocs Mobile App

Or copy link

CONTENTS