How to Add and Manage Contacts

Keep all of your suppliers and clients and their information stored in your Jobman. Contacts can be imported from your accounting software, imported from an csv.file or added manually. In this article we will cover how to manually add, merge, export and update contacts.

Manually Add a Contact

1. Access the Contacts tab from your user menu panel.
2. Click the 'Create' button.
3. Enter the contact name, type, source and the company contact details.
4. Enter the contact address.
5. You can an additional postal address by checking the 'use a different postal address' box.
6. Enter the contacts primary contact details.
7. Finalise by clicking 'Create'.

Importing Contacts from CSV.file 

Easily prepare data from multiple sources, enter it into a spreadsheet and import this into your Jobman. To learn more about importing a contacts list from a csv.file please see: Importing Contacts from a Spreadsheet.

Merge Contacts

If you have multiple or duplicate contacts, easily merge these by following the below steps:

1. From your Contacts tab, click the checkbox next to the contacts you want to merge.
2. Use the 'With Selected' dropdown next to your search bard.
3. Choose 'Merge'.
4. You will be taken to a confirmation page, choose the correct contact from the dropdown.
5. Check that you understand that all of the information from the selected contacts will merge.
6. Finalise by clicking 'Merge'.

Exporting Contacts 

Easily export your contacts list to maintain a backup or create lists by following the below steps:

1. Access the Contacts tab from your user menu panel.
2. Click the 'Export' button.
3. Click 'Create'.
4. Choose either All or Selected from the Types dropdown. '
5. If you've selected all, choose all of the types you'd like to export.
6. Click the checkbox if you'd like to include archived contacts.
7. Finalise by clicking 'Create.
8. You will be taken to your export summary, showing your successful export for download!

Updating Contacts 

Easily add or update a contact at anytime by accessing the contacts tab from your user menu, click into your contact & click 'Update'.

Alternatively you can add phone and email addresses from the main information tab, here you can also add additional contacts within your supplier/client/contact.

Updating Contact Types

Update multiple contact types by selecting the contacts you need to change, use the 'With Selected' dropdown and choose 'Change Type'.

Archiving Contacts

Archive one or multiple contacts by selecting the contacts you want to archive, use the 'With Selected' dropdown and choose 'Archive'.