Create new contact


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The different contact types

In InLoox, there are two types of contacts, which differ in their origin and editing options:

InLoox contacts

These are all contacts that:

  • have been created manually in the InLoox Web App, or
  • have been invited to the InLoox account via the invitation feature.

Editing: These contacts can be edited directly in the InLoox Web App (e.g., name, email address, permissions).

Microsoft 365 contacts

These are contacts that are automatically integrated into InLoox through a connection with a Microsoft 365 business account.

Editing: These contacts are read-only in InLoox. Changes (e.g., name, email) must be made in Azure Active Directory – not in the InLoox Web App.

  

Create new contact

To create a new contact, click New contact.

New Contact Button

The New Contact dialog box opens, where you can store all relevant details such as data about the person, contact data such as the address or other data such as the website. In addition, you can see the person's work capacities in the Workload tab, if this person has taken on tasks with workload.

Empty overview for the new Contact

Note: These contacts created by you do not have usage or read rights for your InLoox Web App account. For this, you need to purchase multiple usage licenses for your InLoox Web App account and invite the desired people to your account.