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.
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 three different ways to do it:
- Add contacts while creating a new account
- Add contacts using the New button
- Add contacts by importing a contact list
- 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 contacts list
Here you can learn how to import contacts from email applications.