Adding, editing, and modifying contacts

You can add contact to your account in order to store their telephone numbers, email addresses, fax numbers, addresses, etc. by navigating to the "Contacts" category from the column on the left of the online portal.


The contacts page shows your existing contacts and gives you the option of uploading a .csv file by clicking the "Import" button on the upper right of the page or manually inputting your contacts by clicking the "Add Contact" button.


This will open a window providing boxes to add a contact name, a phone number, a company, an email, and a section for notes.


The notes section is where we recommend you input fax numbers. You can add the fax number in the phone number spot if you prefer. Additionally, you can click the "View More" option on the bottom left of the window to add a title and/or address.




You can fill out as little or as much of the information as you like. 

Be sure to click “Save” upon completion. 

You can "Edit" or "Delete" your your contacts at any time by hovering over the 3 dots to the right of a respective contact and clicking the appropriate action.