I. Via User Interface
1. Contacts → Add or Import
2. If you choose 'Add' you must complete this contacts form below, then save the change
II. Bulk Operation via IMPORT CSV function
Go to contact Menu - choose import
[Static Column Name]
|Name||: The Name of the customer or supplier|
|LastName||: The Last Name of the customer or supplier|
|Code||: The code for a contact person|
|MemberIdentification||: The name of your member indentification|
|Fax||: Fax number of the contact|
|Phone||: Phone number of the contact|
|Mobile||: Mobile number of the contact|
|: Contact's email address|
|Gender||: Contact's Gender|
|Birthdate||: Contact's birthdate (commonly used for customer)|
|Address||: Address of customer or bussiness location of supplier|
|City||: The city where the address is located|
|Status||: Active or Suspend status of the contact's name|
|Outlet||: The name of your Outlet|
|LoyaltyPoint||: The Loyalty Point of the Customer Contact|
|SalesName||: The Name of Sales person|
|ID||: ID for your Customer or Supplier|
|Title||: A salutation for a contact|
|Type||: You can fill this section either he is Customer or Supplier|
|Group "Example : Gold,Platinum,Silver"
||: The name of group|
* (customDateFieldName = AppConfig.Instance.Labels.CustomerCustomDateFieldStorage) = This column name is taken from the configuration.
How to add contacts with same name ?
1. Follow the above instruction
2. You just need to fill phone number field manually, do not leave it blank. The phone number is unique ID in here. It will be distinguish one contact to another contacts that have the same name.
Sample file CSV :