It is possible to import a customer into Collabox from a vCard, a file containing the personal information of a contact. Here is how to do it:
Visit the section first Configuration .
Collabox horizontal menu
Go to the page Clients .
Collabox horizontal menu
At the top of the page is the link Import a customer . Click on it to import the vCard.
Note: If you don’t have this link, ask your account manager to add the import to your options.
Page List of clients of[nom de l’employé]
Use the button Browse to indicate the location of the vCard on your hard drive. Select the import format vCard , then where you want to import the contact ( Clients in this example) .
Page Import
Click on Start import and your contact will be created.