Below are recommended videos and support articles pertaining to contact management in Karbon.
Contact management videos:
Watch & learn how to manage contacts and their privacy settings (6 mins).
Beyond basic contact details, learn how to store additional rich contact information using Accounting Details.
Contact management support articles:
Contacts a mess? Missing key data? Chat to our support team from the main menu (Help & Feedback > Still can't find what you need > New conversation) and ask for a download of your client list along with a list of key details you'd like to update.
Need to add a new contacts in bulk? Send a request through Help & Feedback for Karbon's assistance or email email@example.com.
Complex relationships for tax and trusts? Use Client groups to associate like contacts together.
Need to use your contacts in bulk for things like email marketing? Use the contact export to get the list and organize leveraging certain fields in Karbon.
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