How do I add new contacts?
Ashley Walsh avatar
Written by Ashley Walsh
Updated over a week ago

From your user dashboard, select "Contacts" on the lefthand menu.

Once the contact page is open, we have two options to add contacts. The "Import" (via .CSV) and " New Contact) options are found on the upper right-hand corner of your screen.

The import option will allow you to drag and drop a .CSV file for multiple contacts at once. Make sure the tables are similar to ensure the proper upload and please reach out to support with any issues.

To add 1 new contact at a time select the "New Contact" option. This will allow you to add 1 or 2 contacts at a time if they are meant to be connected (spouses for example). Simply fill out the requested information for your contacts and click "Create Contact". If for some reason you do not have all of the contact's information, do not worry. You can upload partial information and update it at any time.

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