Adding Contacts + Vendors
Written By Indema Support
Last updated 2 days ago
Adding contacts is super easy in indema! Theres multiple types of contacts you can create, mainly 2: Vendors and contacts as a generalized term. However, contacts can be broken into many different "types" of contacts - all dictated by you. Plumbers? VIP clients? Sure!
Adding a client can be done by clicking on Contacts on your main menu, then add new contact button on the secondary menu. From there, a side panel will appear where you can add either the contact or vendor and add the information you want!
Before you do this, however, be sure to add your labels and tags inside the secondary menu before you add a contact because then you wont have to edit the contact later to add a label or tag to it.
You can also import contacts, so be sure to check out that article for the template and how to import contacts and vendors.