Managing Contacts

This article covers creating, editing, and organizing contacts in HiveCRM.

Create a Contact #

1. Go to Hive CRM → Contacts.
2. Click Add Contact.
3. Choose Individual Person or Company / Organization.
4. Fill in the contact’s name and details. For a Person, you can optionally link them to an existing Organization as their Company / Organization. For an Organization, you can set a Primary Contact Person.
5. Click Create Contact (or Create Organization).

If you’ve configured a Default Relationship Status and Default Contact Classification under Contact Settings, those are pre-filled automatically.

Edit a Contact #

Open a contact from the list to see its full record, then click Edit to update its details.

Duplicate Handling #

If you submit a contact with an email address that already exists, HiveCRM applies your configured Duplicate Email Handling Policy (merge and update the existing record, reject the submission, or allow duplicates) — see Contact Settings.

Change a Contact’s Relationship Status #

Open the contact and update its Relationship Status field to reflect where they are in your pipeline (for example moving from Lead/Prospect to Active Client).

Link People to an Organization #

Organizations can have multiple linked people. When editing a Person contact, use the Company / Organization field to associate them with an existing organization.

Delete a Contact #

Open the contact and click the delete action, then confirm. Deleted contacts are moved to Trash and can be restored before being permanently removed.

Related Documentation #

• Contacts Overview
• Contact Settings
• Managing Clients