Contacts

1. Navigate to “Contacts” tab in the bottom left navigation panel.

2. Click “Create” and type the information in the pop up to add a new contact

a. Use the “Person” tab to make a single contact or select the “Organization” tab to create an Organization type contact.
b. Check the “Visible…” and/or “Editable…” boxes to allow other users on the account to also use or edit your contact.
c. Click “Create”
d. You can send faxes to both Organizations and Contacts
e. Contacts can be nested under an Organization, and you can click the expand arrow to view them.

3. Contacts can be added to an Organization by:
a. Editing the Organization, selecting the user from the “Assign Person” dropdown and clicking Assign.
b. Editing the Contact, selecting the Organization from the “Connect With Organization” dropdown, and click “Save”

4. Manage your existing contacts by clicking the kebab menu and select “Edit”

5. You can also create Groups to assign your contacts to by clicking the “Contacts Group” option in the top left.
a. Click “Create” and type a name to create a new contact, click “Create” to complete
b. Add Contacts or Organizations to a group by clicking the kebab (⋮) menu and select “Add to Group”
c. Groups act like labels for your contacts. You can send a fax to all members of a group.

6. Click “Import” for details on how to create a CSV file to add multiple contacts at a time (may not exceed 500 contacts per upload).