Adding people and organizations as contacts in Intuit Practice Management powered by Karbonis simple. You can do it from anywhere in the app.
The easiest way to add a new contact is from the global add icon, located in the top-right of your app.
You will then be prompted to add either a person, organization, or client group.
Creating a person
When you enter the name of your new contact, it will search for similar people in your account, to help you avoid creating duplicates. If no relevant names appear, select Create new person. You will also be able to fill in the contacts First Name, Middle Name and Last Name.
You will then be able to add the person's email and contact type and determine if you would like to make your communication with this contact public to everyone in your company or Turn Off Sharing.
Lastly, you can also choose to add a new or existing organization for the individual—linking them this other contact in the process.
Creating an organization
If you choose to create an organization contact, you will be asked to enter its name, website and Contact type. You can also choose to add a primary contact person, which can be a new or existing person contact.
Creating a client group
Choose a name for you client group, and a contact type if you'd like.
Add new contacts from your email clients
On the Contacts page, you have an option to Import from Gmail/Office 365 (depending on your email client).
This option will show you a list of email addresses you have sent emails to, or received emails from, in Intuit Practice Management. You can then choose which email addresses you would like to add as a contact.
Importing client data
If you have a large amount of contact data you would like added to your Intuit Practice Management account, we can help. Call us at 844-333-1910.