How do I add a new contact in Sophiie?

Go to Contacts and click Add contact — a New contact drawer slides open where you choose Individual or Company and fill in the details. To save a new contact you need a first name of at least two characters, plus either a phone number or an email address.

Steps

1. Go to Contacts and click Add contact in the page header, to the right of Import. (On a narrow screen it shrinks to a plus icon.)
2. Pick the record type at the top of the drawer: Individual or Company.
3. For an Individual, fill in what you have: First name, Last name, Email, Phone, an optional Company link, Addresses and Notes. Fill in a first name of at least two characters, plus a phone number or an email address — a contact needs at least one way to be reached. The last name is optional.
4. For a Company, fill in Business name, your country's business number, an office phone and an office email. You can also add addresses and a note on the same screen.
5. Save. The button reads Add contact — or Add plus the first name once you've typed one, or Add company on the Company path. The new record appears in your Contacts list.

If the phone or email you entered matches an existing contact, a possible-duplicate dialog lists the matches and offers Cancel, Create anyway, or opening the existing contact. It's a warning only — it never blocks you.

Common Questions

Do I have to fill in every field?

No, but three things are needed: a first name of at least two characters, and either a phone number or an email address. Everything else can be added later by editing the contact.

How do I record a business name for someone?

There's no business-name text field on a person. Either link the Individual to a company record using the Company field, or create a Company record instead if it's the business itself you're adding.

What does the possible-duplicate warning mean?

The phone or email matches a contact you already have. Open the existing contact if it's the same person, or click Create anyway if it's genuinely someone new sharing that number or address.

Where did the Suburb field go?

It's been removed — addresses are handled in the Addresses section of the contact instead.

Need More Help?

If you're not sure whether to add someone as an individual or a company, or a contact won't save, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.