Contacts

12 articles in this collection
Written by George Coltart and Cat Morgan

Updating contacts in BOMA

If I upload a CSV of contacts does it override all my current contacts?

Written by Cat Morgan
Updated over a week ago

GDPR in BOMA

Written by George Coltart
Updated over a week ago

How do I find a contact?

Written by George Coltart
Updated over a week ago

How do I delete a contact?

Written by George Coltart
Updated over a week ago

How do I add a Tag to my contacts?

Written by George Coltart
Updated over a week ago

What is a tag and how do I use them in BOMA?

Written by George Coltart
Updated over a week ago

How do I edit a Contact?

Updating contact details

Written by George Coltart
Updated over a week ago

How to export your contacts

Export your contact list from BOMA

Written by Cat Morgan
Updated over a week ago

How do I upload a CSV file with new contacts into BOMA?

Written by George Coltart
Updated over a week ago

How do I import my non-Xero clients into BOMA?

Written by George Coltart
Updated over a week ago

How do I upload new contacts into BOMA?

Written by George Coltart
Updated over a week ago

Changing a contact's email address

Written by Cat Morgan
Updated over a week ago