Manually adding contacts
Last updated August 5, 2026
Objective
This guide explains how to manually add contacts into Recur using either the Quick Contact option or the New Contact form for more detailed information.
Key Steps
Step 1: Navigate to the People Section
Start from the home screen.
Click Contacts in the navigation menu.
Select People to open the contact list.
Step 2: Choose How to Add a Contact
Decide whether you want to add a Quick Contact or create a New Contact.
Quick Contact is best for entering minimal information quickly.
New Contact allows you to add detailed contact information.
Step 3: Add a Quick Contact
Click Quick Contact.
Enter the contact’s First Name and Last Name.
Add either a Mobile Phone Number or an Email Address.
Optionally include a note.
Click Create Contact to save.
Step 4: Create a New Contact with Full Details
Click New Contact.
Fill out the available fields with the contact’s information.
Add as many details as you have available.
Save the contact to add them to the system.
Cautionary Notes
Every contact must include at least one identifying method: email or mobile phone number.
If you need to add many contacts at once, it is more efficient to use the bulk import option instead.
Tips for Efficiency
Use Quick Contact when you only need to add basic information quickly.
Use New Contact when you want to record detailed contact information immediately.
Keep contact information consistent to maintain clean records.