Add, edit, or delete Clients/Partners contacts

You can add Clients/Partners contacts to manage and share with other company members. You can add up to 100 phone numbers, email addresses, birth dates, anniversary dates, companies, addresses, and so on for each respectively. The profile photo in the contact must be a .jpg, .png, or .gif file, and smaller than 10MB.

Contact information of Clients/Partners in Contacts is added and used in compliance with the Act on the Protection of Personal Information.

For each company, you can add up to 10,000 for the Free plan and 50,000 for Lite, Basic, and Premium plans.

Add Clients/Partners contacts

The following are the ways of adding Clients/Partners contacts:

  • Add manually
  • Add by scanning a business card

Add manually

Mobile

  1. Tap ‘Contacts’.
  2. Tap  and then ‘Add clients/partners’.
  3. Enter the information and tap ‘Save’ to add a client/partner.

PC Web

  1. Click  on the top.
  2. Click ‘Add Contacts’.
  3. Click ‘Clients/Partners Contacts’.
  4. Enter the contact information of the new client/partner.
    Click ‘Save’ to add the contact. If you want to add more client/partner contacts, click ‘Save and Add More’.

Add by scanning a business card

You can quickly enter various information by scanning a business card.

Mobile

  1. Tap ‘Contacts’.
  2. Tap  and then ‘Add clients/partners’.
  3. Tap ‘Scan business card’ on the top in Add clients/partners screen.
  4. Scan the business card by placing it within the frame. You can select between ‘AUTO’ and ‘MANUAL’ on the top of the camera screen as a scanning method.
    • AUTO: Aligning the business card within the square automatically recognizes and scans the business card.
    • MANUAL: Align the business card within the square and then press the shutter button.
  5. Check the scanned image of the business card. Rescan or edit the image if necessary.
  6. Tap ‘Use’ on the top right.
  7. Check if the information on the business card is entered correctly in the Contacts screen. Edit the information if necessary. Tap ‘Save’ on the top right.

Add Clients/Partners contacts in bulk

You can import contacts from .csv, .xls, .txt files, or emails and add them to Clients/Partners of Contacts in bulk.

PC Web

Import from files

    1. Click  on the top.
    2. Click ‘Import Contacts’ on the left menu.
    3. Click the format you want from ‘Download Csv Sample’, ‘Download Excel Sample’, or ‘View Text Sample’, and download the sample file.
    4. Add contacts to the sample file, and save. If you are using the .csv sample file, you must save the text code as UTF-8. For the .txt sample file, after clicking ‘View Text Sample’, copy the message shown on the screen. Then paste the text to an editing tool such as Notepad. Edit the text, and save as UTF-8.
    5. Click ‘Select file’ and then ‘Open’ to upload the saved file.
    6. Check the contact list and then select the contacts you want to save.
      • If required fields are not filled in, they are displayed in red.
      • You can add tags to your contacts by clicking ‘Add tags in bulk’.
    7. Click ‘Save’ to add the contacts in bulk.

Import from emails

Use this method to add contacts with email addresses.

  1. Click  on the top.
  2. Click ‘Import Contacts’ on the left menu.
  3. Click ‘Import from Mail’.
  4. Select a mailbox, set the conditions, and then click ‘Import’.
  5. Check the contact list and then select the contacts you want to save.
    • If required fields are not filled in, they are displayed in red.
    • You can add tags to your contacts by clicking ‘Add tags in bulk’.
  6. Click ‘Save’ to add the contacts in bulk.

Edit Clients/Partners contacts

The following are the ways to edit Clients/Partners contacts:

  • Edit manually
  • Edit by scanning a business card
  • Edit who can view a contact

Edit manually

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘All’ in ‘Clients/Partners’.
  4. Tap the name of contact you want to edit.
  5. Tap   .
  6. Tap ‘Edit’.
  7. Edit the contact information, and tap ‘Save’.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. In ‘Clients/Partners’, click ‘All Contacts’ or the tag name of the contact you want to edit.
  4. Click the contact you want to edit.
  5. Click  in the detailed view of the contact on the right.
  6. Click ‘Edit’.
  7. Edit the contact information, and click ‘Save’.

Edit by scanning a business card

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘All’ in ‘Clients/Partners’.
  4. Tap the name of contact you want to edit.
  5. Tap   .
  6. Tap ‘Edit’.
  7. Tap ‘Scan business card’ on top of the Edit clients/partners screen.
  8. Scan the business card by placing it within the frame. You can select between ‘AUTO’ and ‘MANUAL’ on the top of the camera screen as a scanning method.
    • AUTO: Aligning the business card within the square automatically recognizes and scans the business card.
    • MANUAL: Align the business card within the square and then press the shutter button.
  9. Check the scanned image of the business card. Rescan or edit the image if necessary.
  10. Tap ‘Use’ on the top right.
  11. Check if the information on the business card is entered correctly in the screen. You will find the added information below the existing information. Edit the information if necessary. Tap ‘Save’ on the top right.

Edit who can view a contact

You can adjust who can view the contact to share contacts with specific members.

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘Clients/Partners’.
  4. Tap the name of a contact to edit.
  5. Tap    and then ‘Edit’.
  6. On the bottom, select scope to ‘Visible to’.
  7. Change the scope to open to ‘All’ or ‘Members’.
    • All: Any member within the company can see the contact.
    • Members: You can specify which members, groups, and organizations to display contacts. If you add yourself as the only member, the contact will become private.
  8. Tap ‘Save’.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. Click ‘All Contacts’ of ‘Clients/Partners’ or a tag that has the contact to edit.
  4. Click a contact to edit. On the right, click    on the contact details and then ‘Edit’.
  5. Change the scope to open to ‘All’ or ‘Members’.
    • All: Any member within the company can see the contact.
    • Members: You can specify which members, groups, and organizations to display contacts. If you add yourself as the only member, the contact will become private.
  6. Click ‘Save’.

Delete Clients/Partners contacts

You can delete Clients/Partners contacts.

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘All’ in ‘Clients/Partners’.
  4. Tap the name of contact you want to delete.
  5. Tap   .
  6. Tap ‘Delete’ to delete the contact. Please note that you cannot delete the contacts of external members who are currently in a message room with other members.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. In ‘Clients/Partners’, click ‘All Contacts’ or the tag name of the contact you want to delete.
  4. Click the contact you want to delete.
  5. Click  in the detailed view of the contact on the right.
  6. Click ‘Delete’ to delete the contact. Please note that you cannot delete the contacts of external members who are currently in a message room with other members.

Permanently delete a contact

You can permanently delete client/partner contacts.

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘Trash’ in ‘Clients/Partners’.
  4. Tap the name of the contact you want to permanently delete.
  5. Tap   .
  6. Tap ‘Delete’ to delete the contact permanently.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. Click ‘Trash’.
  4. Select  on the left of the contact you want to permanently delete, and click ‘Delete Permanently’ on the top.
  5. Click ‘OK’ to permanently delete the contact.

Restore a deleted contact

You can also restore deleted contacts.

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘Trash’ in ‘Clients/Partners’.
  4. Tap the name of contact you want to restore.
  5. Tap   .
  6. Tap ‘Restore’ to restore the contact.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. Click ‘Trash’.
  4. Select  on the left of the contact you want to restore, and click ‘Restore’.
  5. Click ‘OK’ to restore the contact.

Check contact revision history

Members who manage contacts together can check the revision history of their contacts.
You can check the revision history for the last 60 days, and the initial contact details are always available.

The criteria for which contact revision history is provided are as follows.

  • Contact added
  • Contact edited
  • Contacts combined
  • Contacts deleted
  • Contact restored

Mobile

  1. Tap ‘Contacts’.
  2. Tap .
  3. Tap ‘All’ of the ‘Clients/Partners’.
  4. Tap the name of the contact to view revision history.
  5. Tap ‘Last update’ at the bottom of the contact details.

PC Web

  1. Click  on the top.
  2. Click ‘Clients/Partners’ on the left menu.
  3. Click ‘All Contacts’ of the ‘Clients/Partners’.
  4. Click the name of the contact to view revision history.
  5. Check ‘Last update’ at the bottom of the contact details. If you would like to see the full revision history, click ‘View more’.
Was this article helpful?
  • Yes
  • No
Sorry about that! Please tell us why
  • The information provided in the guide is wrong.
  • The information is difficult to understand.
  • There is insufficient information on specific devices. (e.g. There is no explanation on Mobile.)
  • Other

How can we make it better?

Thank you for your feedback!