Home > SI 2018 Documentation > User Guide > People > Contacts > Adding Contacts

Adding Contacts

SI 2018 Page.png

Details

 

There are various ways that you can add Contacts to your SI 2018 database.

Import from Outlook

 

 

You can import multiple Contacts at a time Outlook. Click here for details about importing from Outlook.

Import from CSV

 

 

You can import multiple Contacts via a .CSV file. Click here for details about importing from CSV.

New Button

 

New Contact button.png

 

You can add a Contact "from scratch" via the New button. Click here for details.

Contact from Client

 

Create as Contact.png

 

You can create a Contact from Client that you entered "from scratch". Click here for details.

Remarks

 

When you Import Clients from either Outlook or QuickBooks, a Contact is automatically created for you.

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.