General
General questions related to Contacts.
- How to Use the Contact Summary Page?
- How to Create a New Client Profile?
- How to Use GoalsMapper Leads Page?
- How to Duplicate, Combine and Separate Client Profiles?
- How to Use Labels and Tags?
- How to Import or Export Your Contacts
- How to Use GoalsMapper Contacts Page?
- How to adjust date format for dates for bulk create or bulk update?
- How to bulk create/import or bulk update existing client information?
- Bulk create clients via spreadsheet import
- How do I bulk update basic information of all my clients information?
- Export of contact information
- How do I combine 2 Single-Planning Profile into a Joint-Planning profile?
- How do I split a contact record into individual client and spouse record?
- How do I duplicate a contact record?