HarpiyoCRM

Contacts & organisations

Managing Contact Information and Addresses

Harpiyo CRM allows you to store several types of contact information within a Person or Organisation record.

Add several emails, phone numbers and websites

Start in: Contact → Edit

  1. Expand EMAIL ADDRESSES, PHONE NUMBERS or WEBSITES as needed.
  2. Select Add Email, Add Phone or Add Website for each additional item.
  3. Choose or enter a type for the item and enter its address, number or URL. Phone entries have Country Code, Number and Ext. fields.
  4. Remove any draft item you do not want using its remove control.
  5. Select Save Contact to commit the edited lists.

Result: The contact can show more than one typed entry for each contact detail.

  • An item removed in the edit form becomes a saved removal when Save Contact succeeds.
  • CSV export includes contact details but is not a full backup.

Add an address with a country template or custom fields

Start in: Contact → Edit → ADDRESSES → Add Address

Loading a different template replaces the address fields and may remove values. Read the confirmation first.

  1. Choose Address Type in Add Address — Type & Template.
  2. Optionally choose a Country Address Template and inspect the fields it will load.
  3. Select Configure Fields.
  4. Use Add field and the field-label controls to build the address. Reorder fields with their drag handles or remove fields you do not need.
  5. Select Confirm Fields, fill the resulting address values in the contact form, then select Save Contact.

Result: An address with the chosen ordered fields is stored with the contact.

  • Load different template replaces the current field list after confirmation. Existing values can be lost when replacing a template.
  • To modify an existing address's structure, use Edit Fields and Save Fields, then save the overall contact.
  • Templates use country-specific labels, such as Postcode or ZIP Code. Custom address types are supported.

Which address appears in the contact summary?

The contact summary uses the first saved address. There is no separate preferred-address or address-priority control.

You can add, remove or reorder fields within an address. Changing the order of those fields is different from choosing a preferred address.

Copy details or open email, phone, website and map actions

Start in: Saved contact details

  1. Locate the email, phone, website, postal address or contact name in the contact display.
  2. Use its copy control to copy the displayed value when needed.
  3. Use the relevant open action to open an email draft, telephone handler, website, map search or name search.
  4. Continue the action in the Windows application or browser that opens.

Result: Windows receives mailto, tel or browser URLs for the requested action.

  • Opening an email address prepares a message in your email app; Harpiyo does not send the message itself.
  • Address and name searches open Google Maps or Google Search with that value in the URL. These actions use an external service and require an internet connection.
  • A suitable default app must be configured for email, phone and document actions.

Still need help?

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