Contacts

Contacts

How to create, upload and edit contacts within Business Tools

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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