Add, edit, delete contacts

Table des matières

Contacts, explained
Add contacts manually
- New contact screen overview
Add contacts in bulk
- Ajoutez des contacts en masse en important un fichier CSV
- Add contacts in bulk by importing a contact list from the email (vcard)
Modifier les contacts
Supprimer les 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 .

Note

Lors de l'ajout de contacts clients, assurez-vous de ne pas utiliser les e-mails des membres de l'entreprise pour éviter les problèmes d'inscription.

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 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.

Voici différentes manières de procéder :

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:

Go to Clients > Accounts from the left menu bar and open the account.
Switch to the Info tab.
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 .

Conseil

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.

Ajoutez des contacts en masse en important un fichier 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.

Une fois que vous avez votre fichier CSV avec CRM données, allez dans Clients > Comptes ou Clients > Contacts dans la barre de menu de gauche, cliquez sur Importer , puis téléchargez votre fichier.
Comme vous n'allez pas importer de comptes, à l'étape « Mappage des comptes » , cliquez sur la croix (X) à droite du champ « Choisir une colonne CSV pour le nom du compte » . Cela masquera également les sections relatives à l'importation de comptes.
À l'étape « Mappez les contacts » , vérifiez les noms des en-têtes de colonnes de votre feuille de calcul à gauche. Les noms des en-têtes de colonnes de votre feuille de calcul qui correspondent TaxDome Les noms des propriétés de contact (par exemple, Prénom , Téléphone , Courriel , Ville ) sont automatiquement mappés. Pour chaque propriété CSV, vous pouvez :
- Choisissez l’un des champs de contact existants ou créez-en un nouveau personnalisé.
- Choisissez de ne pas l'importer en sélectionnant Ignorer dans le champ Action.
- Automatically apply tags to the newly created contacts.
À l'étape de révision , vous pourrez voir quels contacts seront créés avec quels noms et e-mail Adresses. Si tout semble correct, cliquez sur Démarrer l'importation . Sinon, revenez en arrière pour effectuer les corrections nécessaires.

Une fois l'importation terminée, vous recevrez un e-mail notification. Vous verrez également les contacts ajoutés sur la page Clients > Contacts .

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 .

Modifier les contacts

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.

Supprimer les contacts

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.