# Configure Contacts

_Administrator Guide › Data › Contact_

![Configure Contacts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/aaef1e583148053f3a9be8b26691bae6.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A83.68%2C%22y%22%3A4.86%2C%22w%22%3A5.11%2C%22h%22%3A4.55%2C%22label%22%3A%226%20%20New%22%7D%5D%7D)
*Contacts — Data › Contacts*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a526f8eb4ae1c12af14f05b04ef52800.png)

## Overview

Use the **Contacts** workspace to maintain contact records used across business operations. Administrators can review the available contact list, locate an existing contact record, open it for editing, or begin a new contact record. Use this workspace when contact names, titles, positions, departments, accounts, or branches require administrative maintenance.

## Before you start

Ensure that you can access the **Data** area and the **Contacts** workspace. You must also be able to use the **New** and **edit** actions to create or maintain contact records.

## Steps

1. In the main navigation, select **Data**, and then select **Contacts**.

2. Review the contact list to identify the record that you want to configure. The list displays contact information including **Title, Name, Position, Department, Account**, and **Branch**.

3. To find an existing contact record, enter identifying text in the **Search box**. Use information such as the contact name, position, department, account, or branch to narrow the displayed list.

4. Select **edit** for the required contact record.

5. Update the contact record as required in the record editor.

6. To begin configuring a new contact record instead, return to the **Contacts** workspace and select **New**.

> **Tip:** Use the **Search box** before selecting **edit** when the contact list contains multiple records with similar names.

> **Note:** Review the **Account** and **Branch** columns when identifying a contact, particularly where the same contact name may be associated with different business relationships.

> **Warning:** Select **edit** only for the intended contact record to avoid changing another contact with a similar name.

## Troubleshooting

- The required contact is not displayed → The list may contain many contact records → Enter relevant identifying text in the **Search box** to narrow the list.

- You cannot begin a new contact record → The **New** action is unavailable or inaccessible → Verify that you have access to the **Contacts** workspace and the **New** action.

- You cannot update an existing contact → The **edit** action is unavailable or inaccessible → Verify that you have access to edit contact records in the **Contacts** workspace.

## Result

The **Contacts** workspace is available for locating existing contact records, initiating new contact configuration, and opening contact records for editing.

## Related pages

- [Configure Accounts](doc:accounts-2)
- **Data — Learning Path**
- [Data — Overview](doc:data-overview)
- [Projects](doc:projects-guide-3)
- [Reference list](doc:reference-list-guide)
- [VL registrations](doc:vl-registrations-guide)
- **Apply Deductions
- Close Fully Paid Invoice**