CRM Contact List (Basic): Edit, Export, Search, Delete

Contacts are the individuals with whom you interact with using TaxDome. The contacts feature allows you to not only store the details of your clients and their family members but also those of your coworkers, prospective clients and business partners. Here we show you how to maximize your use of Contacts:

Your contact list

A firm’s entire contact list is available to both the firm owner, admin or any employee with access rights to view all contacts. Otherwise, team members can view only the contacts linked to their assigned accounts.

To see your contacts on TaxDome, go to Clients and open the Contacts tab. Here you can view the names, email addresses, phone numbers, company names, and assigned tags for all of your contacts.

You can filter a contact list...

  • the date and time contacts were imported. In other words, filter your contacts by when they were added. Once you filter a list, apply bulk actions if needed (such as merging selected ones). Click FILTER in the top right corner, then select an option by clicking in the Imported at field.
  • using several tags or no tags. Click on a tag to see all contacts with the same tag or use the FILTER button. Here is more on tags.

All filters are reusable and could be saved as templates. Read more on using filters.

Or you can sort a contact list by name, phone number or company: Click the up-down arrow to the right of the header of the column you want to sort.

Editing contacts

To make changes to a contact’s details, go to Clients, open the Contacts tab, then click on the name of the contact in the list. Edit a contact’s details in the slide-out window and click Save

You can also access the contact's info by opening the Info tab in the client account profile, then clicking on the contact’s link in the Contacts section.


Printing a contact list

To print a contact list, click the print icon on the top right.

By default, the contact list displays 25 items per page. If you want to print more, select the number of rows in the Rows per page menu on the bottom left.

Your browser will prompt you to print the list, which will include the current date and time.

Searching for contacts

To search for a specific contact using a keyword from any field:

  • In the top right of the Contacts section, click on the search button. In the slide-out, enter the keyword into the search field, then press enter on your keyboard. The contact list is then narrowed down according to your search. Click the x in the search field to clear it.
  • Use the global search on any page: Click the search icon on the left sidebar, type in the search field, then navigate to the Contacts tab. Click any contact name to open and edit contact's details.

Deleting contacts

To remove contacts, check the box next to the ones you want to delete, click the trash can icon in the menu bar, then click CONFIRM. To select all contacts, click the topmost checkbox.

To remove a contact, you can also click on the trash can icon to the right of the contact’s name, then confirm by clicking DELETE.

Adding contacts

Go here.

Merging duplicate contacts

Go here.

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