CRM (Basic): Add contacts

Contacts are the actual people you interact with during your work hours. Our  Contacts feature is where you store all their personal details. The email addresses listed there allow clients to have portal access to TaxDome (without an email in Contacts, clients cannot log on). Plus, you can use contacts to store the details of coworkers, prospective clients, partners, and clients’ family members. Here, find out about different ways of adding contacts to the system.

Note! When adding client contacts, please ensure not to use firm members' emails to avoid signup issues.

New contacts can be added to TaxDome by a firm owner, admin or any employee who has been given access rights to manage contacts.

Here are different ways to do it:

• Add contacts while creating a new account
• Add contacts using the New button
• Add contacts in bulk by importing a CSV file
• Add contacts in bulk by importing a contact list from the email (vcard)
• Add contacts while uploading documents in the Windows app

Add contacts by using the New button

This option lets you add one contact at a time, which is helpful for adding prospective clients or someone you’ll need to be in touch with.

1. Click on the New button on the top left, then select Contact from the pull-down.

2. Enter the person’s first and last name.

3. That’s it! Click Create to save the contact with the default name format.

Read about contact creation features in detail:

1. Contact info: Entering each client's personal info ensures that you have this info at hand, such as phone number or street address. 

2. Custom fields: If you have created custom fields for your contacts, they’re displayed here. Here's more on how to create your own custom CRM fields.

3. Email: An email address is necessary for clients to log into their portal. If a client does not have one, they won’t be able to access their TaxDome account. Add more email fields if needed: for that, you'll need to create custom CRM fields.

4. Tags: Assign tags to help organize your contacts (here's more about tags).

5. Phone numbers: You can add all phone numbers in this block. The radio button next to each phone number allows you to select the primary phone number that will be used for SMS.

6. Address: Add the full address of the contact to ensure it is organized and easy to find.

7. Linked accounts: To save time, you may link account(s) to your new contact on the spot. Click the Link accounts, then select the existing account.

8. Create: Click here to save your contact.

Add contacts by importing a CSV file

You can add contacts to TaxDome in bulk by using our import tool. Though it is primarily used to add contacts along with accounts, you can also import contacts from CSV files on their own. Here's how.

1. Once you have your CSV file with CRM data, go to Clients > Accounts or Clients > Contacts from the left menu bar, click Import, then upload your file. 

2. Since you are not going to import accounts, at the Map accounts step, click X to the right of the Choose CSV column for Account Name field. This will also hide sections that refer to account import.

3. At the Map contacts step, review the column header names from your spreadsheet on the left. The column header names in your spreadsheet that match TaxDome contact property names (e.g., First Name, Phone, Email, City) get automatically mapped. For each CSV property, you can:

• Choose any of the existing contact fields or create a new custom one. 
• Choose not to import it by selecting Ignore in the Action field. 
• Automatically apply tags to the newly created contacts. For details, go to this article on applying tags.

4. At the  Review step, you will be able to see which contacts will be created with which names and email addresses. If everything looks good, click Start Import. If not, go back to make any necessary fixes.

Once the import is done, you will receive an email notification. You'll also see added contacts on the Clients > Contacts page.

Later, when you need to link these contacts to accounts, you can do it either while editing a contact or from a client account profile.