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Home > Contacts

Overview

The Contacts module, accessible from Home > Contacts in the Exigo admin panel, provides a personal address book for storing and managing business and personal contact information. Contacts are user-specific and are not shared across the organization—each admin user maintains their own contact list.

The module is hosted in the Exigo Company Portal and supports creating, editing, and deleting individual contact records with detailed information across two tabs: General and Addresses.

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Navigating to Contacts

1. Log in to the Exigo admin panel.
2. In the left sidebar, expand the Home section.
3. Click Contacts.

The Contacts list will open in a new browser context (Company Portal at vg7.exigo.com).

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Contacts List

The Contacts list displays all contacts saved by the current user in a sortable table.

Table Columns

Column	Description
Name	Full name of the contact
Company	Company or organization name
Email	Primary email address
Web Page	Contact's website URL
Business Phone	Office or primary phone number
Mobile Phone	Mobile phone number
Business Address	Physical business address
(Actions)	Edit button and context menu for additional options

Actions

Each contact row provides:

• EDIT – Opens the Edit Contact form for the selected contact.
• more_vert (⋮) – Opens a context menu with additional options.

The context menu contains:

Option	Description
Edit	Opens the Edit Contact form
Delete	Permanently removes the contact

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Adding a New Contact

Click the ADD CONTACT button at the top of the Contacts list to open the Create Contact form.

The form is organized into two tabs: General and Addresses.

General Tab

The General tab captures the core contact details.

Field	Description
First Name	Contact's first name
Last Name	Contact's last name
Company	Company or organization
Birthdate	Date of birth (defaults to 01/01/1900)
Email	Primary email address
URL	Personal or business website
Notes	Free-text notes about the contact
Business Phone	Office phone number
Home Phone	Home phone number
Business Fax	Fax number
Mobile	Mobile phone number

Addresses Tab

The Addresses tab allows entering up to three separate addresses for each contact.

Address Type	Fields
Business Address	Street address, City, State, Zip
Home Address	Street address, City, State, Zip
Other Address	Street address, City, State, Zip

After filling in the required fields, click CREATE CONTACT to save.

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Editing a Contact

To edit an existing contact:

1. From the Contacts list, click EDIT next to the contact, or select Edit from the context menu (⋮).
2. The Edit Contact form opens with all previously saved information pre-filled.
3. Modify the desired fields across the General and Addresses tabs.
4. Click SAVE CHANGES to apply the updates.

The Edit Contact form also includes a delete (trash icon) button in the header to remove the contact directly from the edit view.

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Deleting a Contact

Contacts can be deleted in two ways:

• From the Contacts list: click the context menu (⋮) and select Delete.
• From the Edit Contact form: click the trash icon in the form header.

Permanent Action

Deleting a contact is permanent and cannot be undone.

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Summary

Feature	Description
Location	Home > Contacts
Scope	Per-user (not shared organization-wide)
Contact Fields	Name, Company, Birthdate, Email, Phone numbers, URL, Notes
Address Types	Business, Home, Other
Actions	Add, Edit, Delete