Home > SI 2017 Documentation > User Guide > People > Contacts > Adding Contacts

Adding Contacts

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Details

 

There are various ways that you can add Contacts to your SI 2017 database.

Import from Outlook

 

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

Import from CSV

 

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

New Button

 

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

Contact from Client

 

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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.

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