First, navigate to the Contacts page from the Toolbox menu:
To create a single contact, click Create and fill out the fields:
You will have options at the bottom of the contact record allowing you to keep the contact private to your user or available for anyone in the account to see, as well as being able to edit the contact:
Contacts can be uploaded in bulk via CSV file by clicking Import and following the instructions:
You also have the ability to create organizations as contacts. Once an organization is created you will have the ability to associate contacts to that organization. You are able to share an organization with other users in your account.
Contacts that are connected to an organization will then be nested under that organization for easier access.
A search box is also provided to quickly search contacts:
Organizations and stand alone contacts can also be organized within Contact Groups. Please note that Contact Groups cannot be shared with users on your account, they are just for you.
Contacts can be accessed from both the send fax screen as well as when utilizing the Print to Fax feature.
NOTE: If you have departments or subaccounts on your account, contacts will not be inherited into the departments or subaccounts. You must create contacts within the specific department/subaccount that you want them to reside.