Creating a profile allows you to store all information about a contact, and will then give you the ability to create invoices and perform other various functions (send email messages and more). Multiple contact profiles can be imported at one time or added individually as shown below.
To add a profile, from the contact list toolbar, click New. When finished entering information, click Save.
- With any contact list open, press + to launch a new profile.
- From the Shortcuts sidebar, click either New Customer, New Consultant, or New Address Contact.
- From the Contact Search form, click Add .
- For more information about the various fields on the profile, see the Contact Profile Overview or Working with Contacts section in the support center.
- Import Customers from InTouch®: (US) / (Canada) / (UK)
- Importing Customers From a File
- Import Consultants from InTouch®: (US) / (Canada)