How Do I Create and Update Contacts?

Updating Contact Profiles

To view or update Contacts stored within Circa, navigate to the Contacts Icon in the Icon Tray. This will display three tabs in the sidebar: Contacts, Companies, and Vendors.

When you click on an individual Contact, Company, or Vendor record you will see their Profile. This will display any standard or Custom Fields that are enabled for Contacts within Org Reports & Settings. 

  • A Contact Profile also shows any Events or Meetings that the Contact has been added to, as well as any Event Requests they have submitted. 
  • A Company Profile shows all Contacts that have been added to that Company.


Multi-select & bulk update Contacts

You can select multiple Contacts by clicking the checkboxes next to the Contact Names. From there you can bulk update information, add Contacts to Event(s) or delete Contact records.


Deleting Contacts

To delete multiple Contacts, see the multi-select section above.

To delete an individual Contact, click into their Profile and use the actions menu (three gray dots) in the upper-right corner of the page and select 'Delete'.


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