Add, edit, delete contacts
Learn different ways to add contacts to TaxDome, including adding them during account creation, manually creating individual contacts, and importing multiple contacts at once.
Contacts, explained
Contacts are the people you interact with during your work. The Contacts feature lets you store their personal details, including information about clients, coworkers, prospective clients, partners, and clients’ family members.
Creating a contact is an internal action visible only to your firm. To grant portal access, you must check the Login box for that contact and add their email address. Without both, clients cannot log in to their portal.
Learn more about setting up contacts and accounts in the dedicated article .
備考
クライアントの連絡先を追加する際は、サインアップの問題を避けるため、事務所メンバーのEメールを使用しないようにしてください。New contacts can be added to TaxDome by a firm owner, admin or any employee who has been given access rights to manage contacts .
You can add contacts in the following ways:
Add contacts manually
Add contacts one at a time when you need to create individual entries. This is ideal for adding new clients or updating your contact list as your business grows.
そのためのさまざまな方法を紹介しよう：
- While creating an account, see dedicated article .
- using the New button on the top left
- from an account’s Info tab (see below)
Once you have created an account, you can add additional contacts to it directly from the account’s Info tab.
To create a contact:
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Go to Clients > Accounts from the left menu bar and open the account.
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Switch to the Info tab.
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Click the Create button in the Contacts section.
New contact screen overview
a. Contact name: Enter client’s first and last name. Contact name is generated automatically using the default name format .
b. Email: An email address is necessary for clients to log into their portal. If a client does not have one, they won’t be able to access their TaxDome account. Add more email fields if needed: for that, you’ll need to create custom CRM fields .
チップ
If a client only has one email address but you need to add multiple contacts, you can use plus addressing (e.g., john+1@gmail.com ). This lets each contact have a unique email while all messages still go to the same inbox. Learn more about plus addressing in this article .c. Add phone number: You can enter a primary phone number along with any additional numbers in this section. The primary phone number will be used for SMS . To set a number as primary or delete it, click the three dots next to the number.
d. Address: Add the full address of the contact to ensure it is organized and easy to find.
e. Tags: Assign tags to help organize your contacts.
f. Custom fields: If you have created custom fields for your contacts, they’re displayed here.
g. Linked accounts: To save time, you may link account(s) to your new contact on the spot. Click the Link accounts, then select the existing account.
h. Create: Click here to save your contact.
Add contacts in bulk
Save time by importing multiple contacts at once using a CSV file or vCard file from your email application. This is especially useful when migrating from another system or adding large numbers of contacts.
CSVファイルをインポートして連絡先を一括追加
You can add contacts to TaxDome in bulk by importing a CSV file using our import tool. Though it is primarily used to add contacts along with accounts, you can also import contacts from CSV files on their own. Here’s how.
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CRM データのCSVファイルを入手したら、左のメニューバーから 左のメニューバーから「顧客」>「アカウント」または「顧客」>「連絡先」を選択し、「インポート」をクリックしてファイルをアップロードします。
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アカウントをインポートしないので、アカウントをマップするステップで、[アカウント名]フィールドの[CSVを選択]列の右にある[X]をクリックします。これにより、口座のインポートに関するセクションも非表示になります。
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連絡先をマップするステップで、左側のスプレッドシートからカラムヘッダ 名を確認します。スプレッドシートのカラムヘッダ名のうち、TaxDome コンタクトプロパティ名と一致するもの（例：First Name、Phone、Email、City）が自動的にマッピングされます。各 CSV プロパティについて、以下のことができます：
- 既存の連絡先フィールドのいずれかを選択するか、新しいカスタムフィールドを作成します。
- ActionフィールドでIgnoreを選択し、インポートしないことを選択する。
- Automatically apply tags to the newly created contacts.
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レビューステップで、どの連絡先にどの名前とメールアドレスが作成されるかを確認できます。問題がなければ、インポート開始をクリックします。問題がなければ、もう一度戻って必要な修正を行ってください。
インポートが完了すると、Eメールで通知が届きます。また、クライアント > 連絡先ページに追加された連絡先が表示されます。
Later, when you need to link these contacts to accounts, you can do it either while editing a contact or from a client account profile .
Add contacts in bulk by importing a contact list from the email (vcard)
You can import contacts directly from your email application (such as Apple Mail, Gmail, or Outlook) by exporting them as a vCard file (.vcf) and then importing them into TaxDome. This method is useful when you want to quickly transfer contacts from your email, though it doesn’t allow you to import accounts or customize the import process.
For detailed step-by-step instructions on exporting contacts from different email applications and importing them to TaxDome, see Import contacts from your email application .
連絡先の編集
To make changes to a contact’s details, go to Clients > Contacts from the sidebar menu, then click on the name of the contact in the list. Edit a contact’s details in the slide-out window and click Save.
You can also access the contact’s info and change it by opening the Info tab in the client account profile, then clicking on the contact’s link in the Contacts section.
連絡先の削除
To remove contacts, go to Clients > Contacts from the sidebar menu, check the box next to the ones you want to delete, click the trash icon and confirm deletion. To select all contacts, click the topmost checkbox.
To remove a contact, you can also click the trash icon to the right of the contact’s name, then confirm deletion.
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