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How do I add contacts?

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This article assumes that you are already signed into the CallHarbor portal. If you do not have a login to CallHarbor, please reach out to CallHarbor support.

To add a Contact

First, select the contacts icon. If you are using an office manager account and don't see a contacts icon, please select 'My Account' in the profile menu dropdown (circled in yellow).
Second, select 'My contacts' in the upper left corner dropdown menu if wanting to add a contact just for you, or select 'Shared' if wanting to create for everyone on the system.
Third, select the 'Add Contact' button
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Fourth, fill out all known information of contact
Fifth, select 'Save'. The new contact should now appear under 'All' as well as the specific tab created under.
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Any information inputted for a contact becomes a click to dial, click to fax, or click to email depending on the fields entered. If you have contacts that you call, fax, or email a lot, it would be worth adding to contacts.
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This is not CallHarbor's fax number

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