> ## Documentation Index
> Fetch the complete documentation index at: https://docs.camo.ag/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Editing a Contact

<AccordionGroup>
  <Accordion title="Can I bulk add or upload contact data?">
    * No, the intent of this feature is for users to be able to add contact information for a customer or prospect as needed and quickly find it on the map or in a report.
  </Accordion>

  <Accordion title="Where can I expect to see the contact on the map?">
    * Once you have created a contact, the contact marker flag will appear on the map at the address entered. This means if you click on a parcel in Dekalb, Illinois and the owner address is located in Cedar Rapids Iowa, the contact marker flag will appear at the address in Iowa.
  </Accordion>

  <Accordion title="Can I run a report for the contacts I have created or see them all on the map?">
    * Yes - review the [Contacts Pro Report](/hc/en-us/articles/25955119653911-Contacts-Report) and [Using the Contacts Map Layer](/hc/en-us/articles/26486469022359-Viewing-Contacts-on-the-Map-or-Contacts-Dashboard) for more details
  </Accordion>

  <Accordion title="What if my organization has a CRM integrated?">
    * CRM contact information will appear as read only in CamoAg. Any edits made to contact information must be done in your CRM.
    * If you create a contact in CamoAg and later add that information to your CRM, the data from your CRM will override the information in CamoAg and become read-only
  </Accordion>
</AccordionGroup>

[**Creating a Contact on the Map**](#creating-a-contact-from-the-map) - This option will pull in the name and address information associated with the party allowing you to manually enter phone, email, and DOB.

[**Creating a Contact on the Dashboard**](#creating-a-contact-on-the-contact-dashboard) - This option requires you to manually enter contact information such as address, name, and phone number.

### Creating a Contact from the Map

When creating a contact from the map address information it is not editable. If you want to create a contact with an address different from what you see steps below:

<Steps>
  <Step>
    Locate the person you want to add as a contact using one of the methods below:

    * Use the search tool and click through to the results on the map
    * Enable the Operations > Producer layer and click on an operation on the map
    * Click on a parcel and under **Connections** click on the name of the **Operation**
  </Step>

  <Step>
    Click **Save to Edit**
  </Step>

  <Step>
    The operation is now saved as a Prospect.

    * Edits can be made to the **Operation** details such as Operation Category or Estimated Operated acres
          <Frame>
            <img src="https://mintcdn.com/camoag/bp1eeU5pOMA3cNt5/images/Screenshot-2026-06-24-at-1.37.22-PM.png?fit=max&auto=format&n=bp1eeU5pOMA3cNt5&q=85&s=92ca806a7f7e19c97fe9e25ded8f2ae0" alt="Screenshot 2026 06 24 At 1 37 22 PM" width="1424" height="582" data-path="images/Screenshot-2026-06-24-at-1.37.22-PM.png" />
          </Frame>
    * Edits can be made to the **Contact** details by expanding **Connections** and clicking the contact name then **Edit Contact.** Once edits have been made click **Save Contact.**
          <Frame>
            <img src="https://mintcdn.com/camoag/bp1eeU5pOMA3cNt5/images/Screenshot-2026-06-24-at-1.40.29-PM.png?fit=max&auto=format&n=bp1eeU5pOMA3cNt5&q=85&s=8804b0ea5b9320da4dbb8c4226d9762b" alt="Screenshot 2026 06 24 At 1 40 29 PM" width="1420" height="500" data-path="images/Screenshot-2026-06-24-at-1.40.29-PM.png" />
          </Frame>
  </Step>

  <Step>
    You can now view your contact on the map when the Contacts layer is enabled, on the Contacts Dashboard, and on the Contacts Report. Reminder, that when you create a contact, the marker will save on the map at the address location, which may differ from the parcel location.
  </Step>
</Steps>

### Creating a Contact on the Contact Dashboard

<Steps>
  <Step>
    Click **Manage > Contacts**
  </Step>

  <Step>
    Click **Create Contact**

    <Frame>
      ![](https://assets.camo.ag/tillable-assets/docs/user-guides/image-236.png)
    </Frame>
  </Step>

  <Step>
    Click **+Add Address** and either search for the address and pick from the suggested addresses or manually enter the address and click **Save Address**
  </Step>

  <Step>
    Enter remaining contact details

    * Contact Name - required
    * Contact Type - optional drop down
    * Phone and Email - optional
    * Age or DOB - optional
  </Step>

  <Step>
    Click **Save Contact**
  </Step>
</Steps>
