How to Add Contacts to the System

V7 Instructions (Current)

Option 1: Add Individually

  1. Click Contacts in the Main Menu, then click Add Contact at the top right

  2. Fill in the appropriate fields and click Save

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<aside> 💡

In contacts, you have the option to choose whether you want that contact related to an account/customer or a manufacturer

</aside>

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Option 2: Import via CSV

  1. Fill out the Contacts Template and save as CSV
  2. Go to Contacts → Actions → Import
  3. Choose your file
  4. Specify the format (headers: Yes if you used our template)
  5. Optionally manage duplicates — choose to Merge, Overwrite, or Skip
  6. Click Next
  7. Map columns to module fields
  8. Click Import, review results, then click Finish

V6 Instructions