How do I manage my contacts?

Modified on Sat, 26 Oct at 1:02 PM

In the ‘Contacts’ tab, you can add contacts using 4 different methods.

To add a contact directly,

Select the category

Click on the + icon

Provide First Name, Last Name and Email

Click ‘Add’ to finish

There are four types of contact import methods. You can use any of the below methods to add new contact to your contacts list,

Import CSV files

Import VCF files

Import contacts through Gmail

Import contacts through Outlook

You can also categorize contacts as work, personal and inactive contacts.

With Zafer ‘Contacts,’ you can create a group of contacts which will increase efficiency when assigning contacts to workflows and sharing documents among users.

To create a new group,

Click on + icon in front of groups

Then provide a ‘Group Name’ and ‘Description’

Select contacts to be added to the group

Click ‘Update’

You can edit or delete groups as needed.