Add, edit, delete contacts

Learn different ways to add contacts to TaxDome, including adding them during account creation, manually creating individual contacts, and importing multiple contacts at once.

Contacts, explained

Contacts are the people you interact with during your work. The Contacts feature lets you store their personal details, including information about clients, coworkers, prospective clients, partners, and clients’ family members.

Creating a contact is an internal action visible only to your firm. To grant portal access, you must check the Login box for that contact and add their email address. Without both, clients cannot log in to their portal.

Learn more about setting up contacts and accounts in the dedicated article .

Nota

Quando aggiungi i contatti dei clienti, assicurati di non utilizzare gli indirizzi e-mail dei membri dello studio per evitare problemi di registrazione.

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

You can add contacts in the following ways:

• Add contacts manually

• Add contacts in bulk

Add contacts manually

Add contacts one at a time when you need to create individual entries. This is ideal for adding new clients or updating your contact list as your business grows.

Ecco diversi modi per farlo:

• While creating an account, see dedicated article .
• using the New button on the top left
• from an account’s Info tab (see below)

Once you have created an account, you can add additional contacts to it directly from the account’s Info tab.

To create a contact:

1. Go to Clients > Accounts from the left menu bar and open the account.

2. Switch to the Info tab.

3. Click the Create button in the Contacts section.

   

New contact screen overview

a. Contact name: Enter client’s first and last name. Contact name is generated automatically using the default name format .

b. 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 .

Mancia

If a client only has one email address but you need to add multiple contacts, you can use plus addressing (e.g., john+1@gmail.com ). This lets each contact have a unique email while all messages still go to the same inbox. Learn more about plus addressing in this article .

c. Add phone number: You can enter a primary phone number along with any additional numbers in this section. The primary phone number will be used for SMS . To set a number as primary or delete it, click the three dots next to the number.

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

e. Tags: Assign tags to help organize your contacts.

f. Custom fields: If you have created custom fields for your contacts, they’re displayed here.

g. 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.

h. Create: Click here to save your contact.

Add contacts in bulk

Save time by importing multiple contacts at once using a CSV file or vCard file from your email application. This is especially useful when migrating from another system or adding large numbers of contacts.

Aggiungi contatti in blocco importando un file CSV

You can add contacts to TaxDome in bulk by importing a CSV file 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. Una volta ottenuto il file CSV con CRM dati, vai su Clienti > Accounts o Clienti > Contatti dalla barra del menu a sinistra, clicca su Importa , quindi carica il tuo file. 

   

2. Poiché non importerai accounts , nella fase Mappa accounts , fai clic sulla X a destra della colonna Scegli CSV per il campo Nome Account . Questo nasconderà anche le sezioni che fanno riferimento a account importare.

   

3. Nella fase "Mappa contatti" , controlla i nomi delle intestazioni di colonna nel tuo foglio di calcolo a sinistra. I nomi delle intestazioni di colonna nel tuo foglio di calcolo che corrispondono TaxDome I nomi delle proprietà dei contatti (ad esempio Nome , Telefono , Email , Città ) vengono mappati automaticamente. Per ogni proprietà CSV, puoi:

   • Scegli uno qualsiasi dei campi di contatto esistenti o creane uno nuovo personalizzato. 
   • Per scegliere di non importarlo, seleziona Ignora nel campo Azione. 
   • Automatically apply tags to the newly created contacts.

   

4. Nella fase di revisione , potrai vedere quali contatti verranno creati, con quali nomi e indirizzi email. Se tutto sembra a posto, fai clic su Avvia importazione . In caso contrario, torna indietro per apportare le correzioni necessarie.

   

Una volta completata l'importazione, riceverai una notifica via email. Vedrai anche i contatti aggiunti nella pagina Clienti > Contatti .

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 .

Add contacts in bulk by importing a contact list from the email (vcard)

You can import contacts directly from your email application (such as Apple Mail, Gmail, or Outlook) by exporting them as a vCard file (.vcf) and then importing them into TaxDome. This method is useful when you want to quickly transfer contacts from your email, though it doesn’t allow you to import accounts or customize the import process.

For detailed step-by-step instructions on exporting contacts from different email applications and importing them to TaxDome, see Import contacts from your email application .

Modifica contatti

To make changes to a contact’s details, go to Clients > Contacts from the sidebar menu, then click on the name of the contact in the list. Edit a contact’s details in the slide-out window and click Save. 

You can also access the contact’s info and change it  by opening the Info tab in the client account profile, then clicking on the contact’s link in the Contacts section.

Elimina contatti

To remove contacts, go to Clients > Contacts from the sidebar menu, check the box next to the ones you want to delete, click the trash icon and confirm deletion. To select all contacts, click the topmost checkbox.

To remove a contact, you can also click the trash icon to the right of the contact’s name, then confirm deletion.

Condividere

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