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Adding contacts on the fly

How to add a new contact without leaving what you're doing — from email composition or task creation.

You can add a new contact directly from a few places in TidyHQ without having to navigate away to Contacts first.

While composing an email

When writing an email in TidyHQ, you can add a new contact to the recipient field without leaving the compose window.

Email compose window with an option to add a new contact inline

While creating a task

When creating a new task, you can add a new contact to assign it to directly from the task creation screen.

Task creation screen with an option to add a new contact inline

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