How to Add contacts to the system

With Repbox being a fully customizable and user friendly system, there are generally two ways to add contacts. Each option is easy and straightforward!

Option 1 allows the user to add contacts individually, while option 2 allows the user to add many contacts at once through a .CSV file.

Option 1

Step 1: Click "Contacts: on your top bar - You may need to select "All" to find Contacts

Step 2: Click "Add Contact"

Step 3: Fill in the appropriate fields

Note: The * symbol means that the field is required and must be filled in.

Option 2

Fill out our Contacts Template and import the file.

Step 1: Select "Contacts" in either the top bar, or in the "All" tab

(See Step 1 in Option 1 for reference)

Step 2: Click "Actions" then a dropdown will show. Click "Import" within that list

Step 3: Choose the .CSV file you would like to import.