Below are recommended videos and support articles pertaining to contact management.
Contact management videos:
Watch & learn how to manage contacts and their privacy settings (6 mins).
Beyond basic contact details, learn how to store additional rich contact information using Accounting Details.
Contact management support articles:
Contacts a mess? Missing key data? Give us a call at 844-333-1910 and ask for a download of your client list along with a list of key details you'd like to update.
Need to add a new contacts in bulk? Give us a call at 844-333-1910.
Complex relationships for tax and trusts? Use Client groups to associate like contacts together.
Need to use your contacts in bulk for things like email marketing? Use the contact export to get the list and organize leveraging certain fields in Karbon.
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