Contacts

• What is a Tag and how do I use them to create Segments in BOMA?
• How do I export / download my contacts from BOMA?
• How do I delete a contact from my BOMA account?
• Understanding the Contact Card Recent Activity in BOMA
• How do I find a contact in my BOMA account?
• How to I update my contacts in BOMA?
• How do I add a Tag(s) to my contacts in BOMA?
• Wolters Kluwer iFirm - How to export contacts from iFirm and them import them into BOMA
• How do I import my non-Xero clients into BOMA as Contacts?
• How to add or create a Contact manually in BOMA
• How do I edit a Contact in BOMA?
• How to add contact(s) that have previously unsubscribed from your BOMA database
• How do I upload a CSV file with new contacts into my BOMA account?
• How can I change a contact's email address in my BOMA Contacts page?
• GDPR in BOMA
• How do I upload new contacts into BOMA?