How contacts are organized
Contacts in your Address Book use a parent-child structure:
Company contacts (parent) contain overarching details like company information or client names
Individual contacts (child) represent specific points of contact within that company
Your Address Book has three contact categories to help you organize:
Clients
Suppliers
Other (trades, consultants, etc.)
Note: Your Address Book is sorted alphabetically by default, with tabs along the top to view by Supplier, Client, or Other.
Adding company contacts
Click + Create Contact in the top right-hand corner
Add the contact information in the fields provided.
Add a Display photo by clicking the ➕ button above the Name field
Click Save at the bottom to confirm
Adding tags to organize contacts
Tags help you organize and filter contacts. For suppliers, you might use tags like product categories, price ranges, or sectors.
Click the 3-dot icon in the bottom right corner of the contact card
Access the Tags section
Select from existing tags or type a new tag name and hit Enter (+Add Tag)
Editing a company contact
Click the 3-dot icon in the bottom right corner of the contact card
Change the required information
Click Save at the bottom to confirm
Archiving or delete a company contact
Click the 3-dot menu on the contact card
Select Archive or Delete
Adding individual contacts
Important: You must create the company contact before adding individual contacts.
For example, to add Peter Johnson from XYZ Carpets, first create XYZ Carpets as a contact card, then add Peter as an individual contact.
Adding an individual contact
Open the contact contact card and click +Create Contact on the Contact section
Enter the contact's Name, Role, Email Address, and Phone Number
Click Save to confirm
Editing an individual contact
Click the 3-dot icon to the right of the contact you wish to edit
Change the required information
Click Save at the bottom to confirm
Deleting an individual contact
Click the 3-dot icon to the right of the contact you wish to edit
Click Delete
Searching and filtering contacts
Searching for a contact
Click into the Search contacts bar at the top of your Address Book
Type your search term (company name, individual name, location, or tag)
Press Enter to search
Filtering contacts
Select the filter icon in the top right-hand corner
Select your filter type (Tag or Location)
Type in your criteria and press Enter
Address Book and Schedule sync
Contacts in your Address Book sync with your Schedules. When you add a Supplier type contact in the Address Book, it automatically appears in the supplier field of your Schedule, and vice versa.
Important: Your products must have a Supplier and a Individual Contact linked in order to send Quote Requests or Purchase Orders.
Not seeing your contact in the Supplier dropdown?
A point of contact must be linked to your supplier for them to appear in the list.
Navigate to your Address Book and open the contact card.
The contact information appears at the top. The direct contact person or team should be added in the Contacts section (this is where quote requests are sent).
Click + Create contact and enter the contact’s name, role, email, and phone number (optional).
Return to your Schedule—the contact should now appear in your Supplier list.
Importing existing contacts
Save time by importing your existing contacts using our template.
Warning: Do not edit, remove, or add columns to the template. Our imports rely on the formatted layout for successful uploads.
Prepare the file
Download the Address Book Import Template.xlsx (available in the top right corner of your Address Book or attached to this guide, or: Address Book Template.xlsx)
Review the Instructions sheet carefully and familiarize yourself with the Contacts sheet
Do not edit or remove sheet 3 (Internal)
Save the file as "Address Book Template_Studio Name.xls"
Enter your contact information
Open your existing contact list
Enter contact information in the Contacts sheet following the instructions
Required fields:
Company Name (also use for client names)
Type (Supplier, Client, or Other)
Contact Email Address (crucial for linking suppliers to Schedules and clients to invoices)
Address and contact details
Enter street address only in the Address column, with City, Postcode, and State in their respective columns
Enter only one contact per row (Name, Phone Number, Email Address)
For multiple contacts under one company, duplicate the row and fill in additional contact details
Finalize and submit
Save as an Excel (.xlsx) file following our naming format
Submit via live chat or email to team@programa.design
Our team will review and may reach out for clarifications
Note: We'll ask you to review and resubmit if guidelines aren't followed. Data will be imported within 3-5 business days, and you'll be notified when complete.
Need more help with your Address Book? Contact our support team via live chat for personalized assistance.