Managing Your Contacts in Catina

Summary
Managing Your Contacts in Catina explains how to efficiently manage, add, and edit contacts and organizations in Catina for project use. Contacts are stored in the Address Book and can be easily imported, exported, and auto-populated into documents for different projects. The article also covers the process of adding new contacts and organizations, as well as bulk importing via CSV.

Managing contacts in Catina allows you to add organizations and individuals related to a project. The contact information you store is not project-specific, meaning that a single contact can be associated with multiple projects. When you add a contact to a project team, that contact’s information can be auto-populated into any document created for the project.

For your convenience, all contact details are saved in the Address Book, making them available for future projects.

Add a Contact

Click on + Create Contact to go to the Create New Contact screen. (Fields with * are required). 

1. Enter as much information as possible for contact This information will be automatically populated into your documents.

2. Organization Name allows you to select from an organization that you have previously created, or you can + Add New Organization

• Once selected, their information will auto-populate into any documents you configure the contact to

Editing a contact

1. Go to the Contacts tab.
2. Locate the desired contact and click the Three dots to the right of the contact to view the options (These options are also available by clicking directly on a contact).

1. Edit.
2. Make any desired changes and click Update.

3. Add to Favorites - Quickly access frequently visited 

4. Archive - contact from your active list but remains stored

5. Delete - permanently removes the contact from your list.

Export and Import Contacts

Export and Import allows you import and export your address book in Catina.

• When importing, Select a .csv file from your computer to import. The file must have the correct format in order to be imported correctly. Download a sample CSV file

Add an organization

1. Click on + Create Organization. From here, the Create New Organization screen will appear, and you can begin inputting organization details. This saves you the trouble of manually entering it later in your documents.

      2. Once you are finished, click Create to save the contacts and add them to the project. You can            add additional contacts if necessary or you can begin creating and editing documents within            the project.