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How to create clients / contacts
How to create clients / contacts

Easily add customer contacts to your database to centralize the information you need to manage your files.

Samuel Roy-Marchand avatar
Written by Samuel Roy-Marchand
Updated over a week ago

If you have a large number of clients, we can import you client file for you, saving you time. All we need is a list in an excel format sent to us and we will gladly do it for you. here are

  1. If your client list is in Acomba: see: Here

  2. If your client list is in Sage 50: see: Here

  3. If your client list is in Quickbooks online: see: Here

  4. If it is in another CRM: please send us a request via the chat or at [email protected] so that we can evaluate with you the best way to proceed.

  5. If it is in Excel, please send it to us via the chat or at [email protected].

We recommend to read Description of the contact fields for useful tips on contacts.

Create a contact manually

Plannit allows you to create new contacts while creating a document such as quote, visit (work order) or invoice to save you time. Once you click on the "+" sign to create a new document, you will have the option to create a contact as follows:

Once you click on "Create" the document, the information will be automatically entered in your database. If you would like to enter and/or modify additional information for the contact from the form, click on the "pencil" icon and it will open up the window with all the fields contained in your contact record:

You can also create a contact record from the "Contact" menu as follows:

Create a contact automatically via our web integrations

Plannit offers various options for redirecting requests from your website, social media, email and/or phone into the application.

These redirections automatically create customer contacts in your database, saving you time and enabling you to respond more quickly to their requests. To find out more about our web integrations, see: How web integration works

NOTE:

If a contact already exists, it will appear in the window when you enter the first letters of the surname or first name and/or telephone number as follows:

You can always modify the customer's personal information using the "pencil" to the right of the customer's name (see arrow above).

The following articles may help you: Description of the contact field

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