Home > SI Documentation (v12) > User Guide > People > Contacts > Adding Contacts

Adding Contacts

  1. Details
    1. Import from Outlook
    2. Import from CSV
    3. New Button
    4. Contact from Client
      1. Remarks
  2. Learn About

Details

 

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

Import from Outlook

 

outlook.png

 

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

Import from CSV

 

csv.png

 

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.

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