Contacts FAQs
Get answers to your most asked questions about contacts
Contacts FAQs
FAQ 1: How do I import a large list of contacts? Answer: Navigate to Settings and select the Import tab. Upload your contact list as a CSV file. You will then be prompted to map your file's headers to the ClientKeeper fields to ensure all data lands in the right place.
FAQ 2: How can I prevent duplicate contacts from being created? Answer: ClientKeeper automatically flags potential duplicates based on matching email addresses. When adding a contact manually, the system will alert you if that email is already in your database.
FAQ 3: How do I export my contact list? Answer: On the main Contacts page, click the Export CSV button located at the top right of the list. This will download your entire database into a spreadsheet for external use.
FAQ 4: Can I add custom data points, like a client’s birthday? Answer: Yes. Under Profile & Settings, go to Custom Fields. You can create fields for dates, text, or dropdowns. Once saved, these fields will appear on every contact profile.
FAQ 5: How do I delete a contact permanently? Answer: Open the specific contact profile, click the Actions dropdown menu (often represented by three dots), and select Delete. Note that this action is permanent and cannot be undone.