Adding a Customer Contact
Step 1. Go to Contacts
Step 2. Press the icon to add a new Contact
Step 3. Add your customer's company name, address (optional) and the email address you would like to send dockets to for this customer
Step 4. Don't forget to press Save
If you'd prefer to bulk upload your Customer Contact list, you will need to enter your list using the Excel spreadsheet link here.
Once you've saved this Excel Spreadsheet to your computer, you can then log into your Docketbook account and follow the steps below.
Step 1. Go to Contacts
Step 2. Select the "box with the arrow pointing down inside" shown in the photo below.
Step 3. Go to "Choose File" and upload the Excel spreadsheet you created with your customer contact list. Select "Next" and "Upload" to have all your contacts uploaded at once.
For more information on Contacts, read the Contacts Overview
Comments
0 comments
Please sign in to leave a comment.