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Create and update a Contact

Create a Contact record and keep their details and Client links up to date.

Updated 11 September 2026

Create a Contact

Create a Contact

  1. Select Contacts in the sidebar.
  2. Select New Contact.
  3. Complete the required fields, then select Save Contact.
Contact Details form showing name and Contact Type fields
Start with the Contact's name and required Contact Type.

Update Contact details

  1. Open the Contact from the Contacts list.
  2. Select Edit Contact.
  3. Change the details, then select Save Contact.

What happens next

Cheku opens the saved Contact Details. For a client-related Contact, the Clients panel shows which Clients they are connected to and lets you add another link.