Open your workspace
Launch Harpiyo CRM from the Windows Start menu. A loading screen appears, then the application opens Contacts.
There is no welcome wizard or workspace setup. Start by adding a contact or importing a CSV file.
Quickly add a person
Start in: Contacts → Add Contact → Quick Add Contact
- Choose Person.
- Enter First Name. Last Name, Phone and Email are optional in Quick Add.
- Select Save Contact.
- Find the new person in Contacts and select their result row to open the contact.
Result: A person record is saved without requiring the full contact form.
- Save Contact is disabled until First Name has a value.
- Quick Add and the full form have different validation: the full person form requires both First Name and Last Name.
Quickly add an organisation
Start in: Contacts → Add Contact
- Choose Organisation in Quick Add Contact.
- Enter Organisation Name and any Phone or Email you already know.
- Select Save Contact.
- Select the organisation in Contacts to open its record.
Result: An organisation record is saved; its remaining details can be entered later.
- Organisation Name is required. Phone and Email are optional.
Add information and protect your data
Open a saved record and choose Edit to add details. Notes, Files and Activities keep the context of your work alongside a contact.
If you already have a list, prepare a CSV and use the import wizard. Back up important existing data before importing and keep regular backups as you add information.