How to add, edit, delete a contact in TatvaCRM

The day-one walkthrough for working with contacts. Adding, editing, deleting, and restoring. Five minutes end to end.

How to add a contact

1. Go to the Contacts page
2. Click + Add Contact (top right)
3. Fill in the required fields: First name, Last name, and at least one of Email or Phone
4. Optionally fill in Company (link to existing or create new), Job title, Lead source, Owner, Tags
5. Click Save

How to edit a contact

1. Open the contact (search or click in the list)
2. Click any field — most are inline-editable
3. Type the new value
4. Click outside the field, or press Tab — auto-save

For multi-field edits, click Edit at the top of the contact detail page to open the full edit form. Save commits all changes at once.

Bulk editing contacts

1. Filter the contact list to the ones you want to edit
2. Select with checkboxes (or “Select all matching filter”)
3. Bulk update from the actions menu
4. Pick the field to update and the new value
5. Confirm — TatvaCRM applies the change to all selected

Useful for assigning 50 imported contacts to a specific owner, or tagging a cohort with a campaign code.

How to delete a contact

1. Open the contact
2. Click More → Delete
3. Confirm

Delete is a soft delete — the contact moves to the Recycle Bin and can be restored for 30 days. After 30 days, automatic cleanup removes the record permanently.

Restoring a deleted contact

1. Go to Settings → Recycle Bin
2. Find the contact
3. Click Restore

The contact returns to the active list with all its history intact.

Merging duplicate contacts

If you have two records for the same person (e.g. one from a CSV import and one from a webform):

1. Open the contact you want to keep
2. More → Merge
3. Search for the duplicate
4. Pick which field values to keep for each conflict
5. Confirm — duplicates merge into the kept record, history combines

Common mistakes to avoid

• Saving without an owner — contacts with no owner are invisible to most users
• Creating duplicates because you didn’t search first — always type the name in global search before adding
• Deleting instead of marking dormant — for inactive customers, use lifecycle stage instead

What to read next

• Contacts overview
• Bulk import contacts (CSV)
• Custom fields on contacts