Feb 8, 2024 · CRM Contact List (Basic): Edit, Export, Search, Delete. Contacts are the individuals with whom you interact with using TaxDome.

Feb 8, 2024 · To merge all of them at once: Go to the Clients section, open the Contacts tab, then click the MERGE DUPLICATES button. The MERGE DUPLICATES ...

Duration: 3:31
Posted: Jan 4, 2024

Duration: 2:45
Posted: Feb 1, 2021

You can now easily link new contacts when adding ... link them to ... https://help.taxdome.com/article/125-contacts-how- to-add-merge-duplicates-export-and-delete# ...

1. Once you have your CSV file with CRM data, go to Clients > Accounts or Clients > Contacts, click Import, then upload your file. · 2. Since you are not going ...

Apr 16, 2024 · 1. Go to the Clients > Accounts from the left menu bar, then click three dots to the right of the search bar and select Export Accounts. You ...

Feb 12, 2024 · Navigate to the Info tab of the client profile. · Click on + Add contacts in the top right corner of the Contacts section, then start typing the ...

Apr 5, 2024 · 1. First, export all your contacts: go to Clients > Contacts from the left menu bar and click Export Contacts. · 2. Open the CSV file and delete ...