Contacts
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      Contacts

      How to create, upload and edit contacts within Business Tools

       

      Important: Business Tools has been sunset and is in Read-Only mode. New users will not see this area.

      This section of Business Tools allows you to organize and create contacts for your Invoices and/or Quotes. You also have the ability to bulk upload contacts from an Excel File.

      Manage Contacts

      Navigate to Business Tools>Contacts>Manage, you will then have the following search criteria:

      • Filter: Filters include Contact Type and Status. Select the desired filter(s) and select the criteria from the secondary drop-down. Click the apply button to generate results.
      • Contact Types include Client (Contact has placed a frontend order), Prospect(Contact has not placed a frontend order), Vendor, Employee; Other; Unspecified.Status includes: Active and Deleted.
      • Search: Enter a search value and hit enter / return on your keyboard to find results.
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      Editing a Contact

      Once you have filtered and gotten your results, you have options on how to edit the contact.

      • Delete - Deletes contact.
      • Dowload CSV List - creates a EXCEL CSV file of current contacts.
      • Dowload CSV List With Address- creates a EXCEL CSV file of current contacts with an ADDRESS.
      • Download XML List - creates an XML file of current contacts.
      • Download XML List - creates an XML file of current contacts with an ADDRESS.
      • Upload Contacts - Allows you to bulk upload contacts.
      • Edit Contact - Click on the name of the contact to edit.
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      Contact Detail Screen

      Once you click on the name of the contact to edit, you will be able to add additional information.

      • General - General information regarding the contact.
      • Addresses - Add additional addresses for the contact.
      • Notes - Include notes regarding the contact.
      • Activity Log - This is a log of actions taken on the contact account.
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      Bulk Uploading Contacts

      You have the ability to bulk upload contacts into Business Tools.

      • Upload Contacts: Select this action and click apply.
      • Upload your contacts: Please see the file formats and structure highlighted below. Opt-in to email marketing (optional). Send Welcome Email: This will send a Welcome email to each new contact with their login / account credentials.
      • Save: To complete the process, click the save button.
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      Creating a New Contact

      You can also individually create new contacts instead of bulk uploading in Business Tools.

      • Navigate to Contacts
      • Create New 
      • Contact Information - Enter in all pertinent information for Contact
      • Save - Save contact information.
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