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

Add by scanning a business card

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

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.

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

Edit by scanning a business card

Edit who can view a contact

You can adjust who can view the contact and make a contact private.

Delete Clients/Partners contacts

You can delete Clients/Partners contacts.

Permanently delete a contact

You can permanently delete client/partner contacts.

Restore a deleted contact

You can also restore deleted contacts.

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

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