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Articles on:Contacts
Your people and the companies they work for. Add them once, point Jobs and Quick Tasks at them, and never dig through spreadsheets again.

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  • Companies, People, and Individuals: Contact Records
    Contacts holds two record types, Companies and People, and Individuals is simply the group where People with no Company attached appear in your list.Few readers
  • Importing Contacts from CSV or Excel: Step by Step
    Importing contacts is a three step wizard: upload a CSV or XLSX, map every column to a Net Net field or skip it, then run it and review what came through.Few readers
  • Adding and Editing Contacts (Including Quick Add)
    Adding a Person starts with their email address, adding a Company needs only a name, and the same contact lookup lets you create one without leaving a Job.Few readers
  • Deactivating vs Deleting Contacts (and Why Delete Is Final)
    Net Net has no deactivate state for contacts, so Delete is the only removal action, it is permanent, and deleting a Company does not delete its People.Few readers
  • Navigating Contacts: Grouped View, Search, and Select Mode
    Contacts opens grouped by Company with Individuals last, search filters companies and people together, and Select Mode adds checkboxes for bulk actions.Few readers

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