> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.yuzer.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to add or edit a contact || GDPR requires us to keep track of all information recorded in a customer record, even in case of deletion. | Please therefore always use factual phrasing and avoid any offensive language. 1. Go to the `Client` menu ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-150533_e4kh91.png) 2. Click on `New contact` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-150644_u1nlcj.png) 3. Set the contact type between `Person` and `Company` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151706_gs0vng.png) 4. In case of a company contact, please fill in the `VAT Number` field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151753_dgqeex.png) | It is possible to change the type of a contact at any time: this is convenient for clients who purchase both in their own name and on behalf of their company, to avoid duplicates. 5. Set the contact's `Gender` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151842_vdanj2.png) 6. Fill in the `Given name` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151842_1x2qcck.png) 7. Fill in the `Family name` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151842_okgqsn.png) 8. Click on the `Essential fields` toggle ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-151842_pi0pif.png) 9. Fill in the `Nickname` field as needed ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152155_2ney5r.png) 10. Fill in the `Department` field as needed: this is the department in which the contact works: Accounting, Workshop, Sales, Marketing, After-Sales Service, ... ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152155_rzmaom.png) 11. Fill in the `Job title` field as needed: this is the job title of your contact: Accountant, Technician, Salesperson, Graphic Designer, ... ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152155_tu3hde.png) 12. You can fill in the employer's name as needed ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152155_1czcqk3.png) 13. Click on the `Commercial` dropdown menu ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152155_wog5q0.png) 14. Select the colleague in your company who usually deals with this client ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152523_1f5jdvs.png) 15. Click on the `Contact status` dropdown menu ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152627_1maptrg.png) 16. Set the client status to `Client` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152627_1wa0sta.png) 17. You can select multiple statuses at the same time. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-1521555_19p5yog.png) 18. Click on the `Prospecting cycle` dropdown menu ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-1521555_19jtxua.png) 19. Set the `Prospecting cycle` status ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-152952_1am52vg.png) 20. Set whether your client accepts or not commercial communications (GDPR requirement) ### Fill in the contact details 21. Click on the "Mobile" field if you want to customize the label of the contact details. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153340_1e94r29.png) 22. Click on `Custom` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153438_1sov62j.png) 23. Click on `Add` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153438_99e8t3.png) 24. Enter the desired label (For example: Father's mobile) and click on `OK` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153552_1xiiebx.png) 25. Fill in the `Phone number` field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153650_22p9e0.png) 26. Fill in the `Email address` field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153650_50g3nx.png) 27. Fill in the `Address` field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153650_1hz592z.png) 28. This field is integrated with Google Maps to suggest valid addresses as you type. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-153840_1clnvga.png) Thus you don't need to type the type of street, just the number, the street name, the city and the rest should appear. 29. Then set the entered coordinates and the billing coordinates ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-154048_fu3xv9.png) 30. Then set the entered coordinates and the delivery coordinates ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-154137_1cbuvk7.png) | If the address is not recognized by Google Maps: please click on the icon at the right end of the line to switch to manual entry. 31. You can enter the banking details in the "IBAN" field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-154231_8tzuhy.png) 32. You can specify the `Origin of the contact` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155500_1vjge1v.png) 33. Select the origin from the predefined list ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155629_12oicza.png) 34. You can enter a link to your contact's social media pages ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155629_12lllqe.png) 35. Select the relevant social network ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155753_jjfmtt.png) 36. Enter the full web address in the `Identifier` field ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155828_vu4qd9.png) 37. You can record membership in a loyalty program by clicking on the `+` button ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155828_1afh4jc.png) 38. Then select one of your loyalty programs ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-155933_5r97i9.png) 39. Then enter a `Member number`, or if not available, enter a random value ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160100_4lkdy7.png) 40. To avoid duplicates upon creation, a list of existing contacts appears. Please check carefully that the contact does not already exist before saving your work. | You only need to click on a line to access it. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160100_1jozdck.png) ||| The entered data will then be lost. #### For a Company contact 41. Click on the `Company` tab ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160306_iynl9c.png) 42. Fill in the `VAT Number` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160352_54pskk.png) 43. Click `Create` to save your entry. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-162533_1ej00ps.png) #### Edit a contact 44. In the client record, click on `Edit` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-25-162421_17d7uv2.png) | Correct the desired information as you would when creating the contact. #### Detach a client from my company 45. In the client record, click on `Delete` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160855_10sumlk.png) 46. Confirm the detachment of this record from your company by clicking on `Delete` ![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/e/1/26e13594a004d00/screenshot-2026-09-24-160926_4r49a9.png)