On the New Directory screen, you can search by person name or company name.
You can perform editing and deletion operations from the action menu.
You can refresh the page with the Refresh button located at the top right of the page, add a new contact by clicking the New button, or if you want to add contacts in bulk, click the upload file button and complete your action.
You can add contacts to your directory in bulk by uploading a file with a csv or xls extension.
From the contact editing screen, you can fill in the information that appears on the screen and have it appear on the customer representative screen.
