How to Add and Manage Contacts

Keep all of your suppliers' and clients' contact information stored in Jobman.

Contacts can be imported from your accounting software, imported from a CSV file, or added manually.

In this article:

Information Before Getting Started

Adding a Contact

Merging Multiple Contacts

Exporting Contacts

Updating Contacts

Updating Contact Types

Archiving Contacts

Information Before Getting Started

Adding a Contact

1. From the User Menu Panel on the left, navigate to Contacts.
2. Click Create.
3. Enter the contact name, type, source, and the company contact details.
4. Enter the contact address.
5. You can add a postal address by ticking Use a different postal address.
6. Enter the primary contact person's details.
7. Click Create again.

Merging Multiple Contacts

If you have multiple or duplicate contacts, you can merge them by following these steps:

1. Navigate to Contacts, and click the checkbox next to each of the contacts you want to merge.

2. Using the With Selected drop-down on the right, select Merge.

   

3. You will be taken to a confirmation page. Choose one contact from the drop-down to merge the others into. The other contacts will be archived after merging.
4. Tick the box to confirm you understand that the information will be merged.
5. Click Merge.

Exporting Contacts 

Easily export your contacts list to maintain a backup using the following steps:

1. Navigate to Contacts.
2. Click Export.
3. Click Create.
4. From the Types drop-down, choose either All or Selected.
5. If you chose Selected, specify which types you'd like to export.
6. Tick the checkbox if you'd like to include archived contacts.
7. Click Create again.

You will be shown a summary of your export.

Updating Contacts 

To update a contact's details, click into that contact at any time and click Update (shown below).

You can also add phone numbers and email addresses from the Info tab, and add specific persons within the overall contact. For example, a single contact might be a company with separate persons listed under "owner", "manager", and "accounts".

Updating Contact Types

You can update the contact type for multiple contacts at once.

1. Navigate to Contacts, and click the checkbox next to each of the contacts you want to update.
2. Using the With Selected drop-down on the right, select Change Type.
3. Select the new type you wish to allocate to those contacts.

Archiving Contacts

1. Navigate to Contacts, and click the checkbox next to each of the contacts you want to archive.
2. Using the With Selected drop-down on the right, select Archive.