Contacts

1. NAVIGATION TO THE MODULE 

1.1. Click on the module you want to manage in the web administration. 

2. MANUAL IMPORT 

2.1. You can manually add contacts by clicking the "Add" button. 

2.2. Fill in the contact details and create the contact using the "Save" button. Middle name, profile photo, and titles are optional fields. 

2.3. Contacts can also be exported to Excel, PDF, or printed using the "Excel", "PDF", or "Print" buttons on the right side of the page. 

2.4. Contacts can be edited by clicking on the blue text (contact's name) and then on the "Edit" button. Confirm the changes by clicking "Save". 

3. BULK IMPORT 

3.1. Bulk import can be done using the "Import" button. 

3.2. Download the sample file for completion using the "CSV Template" or "XLSX Template" buttons. 

3.3.  After completing the sample file, upload it using the "Upload File" button and then import the contacts into the web administration by clicking "Import". 

Before uploading, you can check the box "Delete all existing records before import", which will delete all existing contacts and keep only those contacts from the import file in the contact directory.

Only contact details can be imported; profile photos must be uploaded individually for each contact.