Add a contact

To add a contact, go to the Global Add menu “+” and select Contact.

 

You will then be prompted to add either a person or an organization.

 

Add a person

Enter the name of the contact. Karbon will search for similar people in your account. If no relevant names appear, select "create new person". Then add the person's email and Contact type and, if it's a practice contact, select to make your communication with this contact public to everyone in your practice.

Create_new_contact__update_.png

You can also add a person directly from an email.

 

Add an organization

Enter the name of the company, its website and Contact type. Click CREATE.

Create_new_org__update_.png

 

How to differentiate between 'organizations' and 'people' in Karbon

Contact_icons.png

 

 

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