• Creating a Contact

  The contacts section can be used to help you log contacts, vendors or contractors in to the system. You can add tags to contacts to make it easy to filter contacts by tags from the View Contacts page. To watch the video tutorial on creating contacts. Click here. In the main navigation bar, click on Contacts New Contact. (https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44Few readers

• Importing and Exporting Contacts

  Importing your contact list can be completed by importing a .CSV,  .XLS, or .XLSX file from your computer. To watch the video tutorial on importing and exporting. Click here. To import your existing Contacts: On the main navigation bar click on Contacts View Contacts. ClFew readers

• Deleting a Contact

  On the main navigation bar click on Contacts View Contact. Click on the first box under Select all. Under Actions column, click on the Delete all button and click the Apply button. A pop up window will ask if you are sure you wanFew readers

• Editing a Contact

  To create a new client follow along here. On the main navigation bar click on Contacts View Contact. Click on the Edit button.  Edit what section of information needs to be updaFew readers