Contacts
15 articles
+1Written by Joanna welchnz, Cat Morgan, Chad Ripepi and 1 other
+1How to add contact/s that have unsubscribed from your BOMA database
Using your BOMA Newsletter lead formWritten by Joanna welchnz. Updated over a week ago
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
Contact Card Recent Activity
Written by Chad Ripepi. Updated over a week ago
Wolters Kluwer iFirm - How to export contacts to import into BOMA
Written by Joanna welchnz. 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 export my contacts?
Export your contact list from BOMAWritten by Cat Morgan. Updated over a week ago
How do I edit a Contact?
Updating contact detailsWritten by George Coltart. 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