Contacts
Contacts and communicating with them [Internal + external]
- Overview of ContactsAn overview of the Contacts module in Indema -- what it does, how contacts and vendors differ, and how to navigate it.
- How to add a contactContacts are clients and anyone else you work with who is not a vendor. Here is how to add one.
- How to add a vendorVendor records store everything about your trade accounts -- contact details, login credentials, rep information, and pricing defaults that flow into your product catalog.
- How to use tags in contactsHow to use tags in Indema to organize and categorize your contacts. Tags let you organize and categorize your contacts however makes sense for your studio. You can color code them, apply multiple tags to one contact, and filter your contact list by tag.
- How to import contacts and vendorsHow to import contacts and vendors into Indema using a CSV file.