The Companies and Contacts module assists in organizing the parent/child relationship between a Company and multiple contacts. Click the Companies/Contacts sub-menu under the Contacts tab, to manage Companies and Contacts.
Managing Companies and Contacts
Search for Companies or Contacts
In the web-based Companies and Contacts Organizer, multiple contacts can be stored together as a part of a single company record.
Use this page to search for Companies and Contacts that are already in your database, or click the Add Company button to create a new record.
Bulk Import Contacts
Data Admin users can bulk import contacts. This feature is particularly helpful for new accounts or for accounts with lots of new clients.
- Click on the Upload Contacts button.
- Use the excel template provided and fill in the necessary data. Company Name and Last Name are required fields for each row in the excel.
- Drag and drop or browse to the excel file.
- The bulk uploader will check for duplicates on Company, First and Last Name. If there is an update to the address, it will update the existing record.
|Note: Can't see the upload contacts button? Have the main contact for you account request Data Admin access for the appropriate team member.|
Admin users can now export contact search results. An excel file will be available for export will all Company and Contact fields. There is also a 'Date of Last Job' field. This field will provide the date that the contact was last used in Report Writer's Job Manager.
New Companies / Contacts
Once you’ve saved a new company record you will see the Contact List section appear under the Company Details.
Choosing the Countries; United States, Canada, and Mexico, will delimit the State/Prov. Dropdown. Users can choose the appropriate country to format International Phone Numbers.
To add or edit a contact within your database, use the icons at the bottom of the Contact List area. Users can Copy company address and company website to pull in company parent data.
Search and add contacts to Excel using the Excel-based Contacts Search form.