Add, edit, or delete Customers/Clients contacts

You can add Customers/Clients 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 Customers/Clients in Contacts is added and used in compliance with the Act on the Protection of Personal Information.

You can add up to 10,000 for the Free plan and 50,000 for Lite, Basic, and Premium plans.

Add Customers/Clients contacts

The following are the ways of adding Customers/Clients 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 Customers/Clients contacts in bulk

You can add multiple client/customer contacts in bulk by downloading a sample .csv, .xls, or .txt file and filling out the contact information.

Edit Customers/Clients contacts

The following are the ways to edit Customers/Clients 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 Customers/Clients contacts

You can delete Customers/Clients contacts.

Permanently delete a contact

You can permanently delete client/customer 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 30 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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