Getting Started
The Contact register is where you store information about every company and private individual with whom you have contact, be they customers or other companies, factoring or leasing companies, sales leads or individuals who work for those companies. Contact records do not necessarily represent companies that have purchased goods or services from your business and in fact can represent any company or person that is a potential customer or supplier.
- Centralize all your potential customers
- Quick search
- Advanced filter with XLSX export
- Advanced import from XLSX and CSV
- Add multiple addresses
- Attach to custom price lists or GPO contracts
- Enable dynamic taxation by shipping address (US only)
- Store social profiles and automated interactions
- Send customized SMS or email to a list of Contacts
How to search for contacts?
- Start typing the value of the field you are looking for
- Select from the drop-down which filters this applies to
- Hit
Enter
to run the search
You can add as many filters as you need. Start typing in the search box
How to filter contacts?
Advanced Setup Search is multipurpose, allowing you to use it in different ways.
Field | Options |
Name |
starts with ends with contains equal doesn't equal |
Phone number |
Greater than Less than Greater than equal Less than equal |
- Click the
Advanced Search
button - Choose the filter type
- Enter the value
- Click
Search
How to export contacts to XLSX?
Apply filters and export data to XLSX and CSV
- Click the
Advanced filter
button - Select the field you want filter by
- Select the filter type
- Input the value
- Click
Export Selection
- Choose the format:
XLSX
orCSV
- The file download will start
How to import contacts?
- Click the
Import
button - Choose the XLSX file from your computer
- Match our fields to the fields in your XLSX file or add new fields
- Click
Preview
to see the data mapped to the new fields - Click
Import
to finalize the import
How to add a new contact?
- Click the
Add new Contact
button - Complete the contact information
- Click
Create Contact
How to edit a contact?
- Search for the contact
- Hover over the contact and click the
edit
button - Change the information
How to delete a contact?
- Search for the contact
- Hover over the contact and click the
Delete
button - Confirm the action