How to add and/or import your Contacts into NextMinute
The contacts list is a place to store the contact information of business contacts you engage with for job management. This would include your Users (staff), Customers, Suppliers (these are built-in). We also give you the ability to create Contact Type tags to suit your business. That way you can easily sort and filter your contacts as needed. See the Set up contact types article.
Step 1. Navigate to 'Contacts', select 'All Contacts' then click 'Add'
Step 2. Enter the contact details as shown below
Step 3. Now you've created your contact, your contact card will show like the below screenshot!
Importing your Contacts List
Here we will walk you through importing your contacts list via CSV File.
Step 1. Navigate to 'Contacts', select 'All Contacts', then click on the 'More' drop-down menu and select 'Import Contacts'
Step 2. Click 'Download Generic Template' to download the CSV File.You need this CSV File format so that you can bring in multiple contacts in one go!