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.
When a new contact comes in Triage, be sure to add that contact. If you use Client tasks, don't forget to include the Preferred name.
Need to add a new contacts in bulk? Give us a call at 844-333-1910.
Make it easy to find a contact. Use contact types to organize your contacts into logical groupings and to filter work using these types.
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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