Contacts

How to Edit, Deactivate and Reactivate User in KIM Portal

This guide will walk you through the step-by-step process of editing, deactivating, and reactivating user accounts within the KIM Portal. Simply follo…

Updated 7 Nov 2026 · 68 views

How To Add a New User in KIM Client Portal

Explore the steps to add a user to the Client Portal with ease. It's crucial to keep in mind that if there are integrations from a third-party finance…

Updated 7 Nov 2026 · 65 views

How to add a new Group or Region

Overview: Groups and Regions allow you to have Contacts and Companies categorised. Clicking on a Group or Region will display all of the associated Co…

Updated 6 Nov 2026 · 63 views

How to create a new Company

Overview: The Company's records store information on different organisations that your organisation has contact with, whether they are business partne…

Updated 6 Nov 2026 · 59 views

How to create a Company/Companies through Import

Overview: Importing a new Company/a list of Companies from a spreadsheet has the advantage of being more efficient than creating Companies individuall…

Updated 6 Nov 2026 · 57 views

How to create a Contact/Contacts through Import

Overview: Importing a new Contact/a list of Contacts from a spreadsheet has the advantage of being more efficient than creating Contacts individually …

Updated 7 Nov 2026 · 55 views

KIM-Manual-01-V1 : How to use the Contacts options

Overview: This How To will guide you through using the Options in the Contacts module. Steps: 1. Click on the ‘Contacts’ Module. 2. Click on the ‘Opti…

Updated 7 Nov 2026 · 52 views

How to add Contacts/Companies to Groups

Overview: Contacts and Companies may be further categorised into sub groups, allowing for better organisation. The process is the same for Contacts, C…

Updated 6 Nov 2026 · 50 views

How to assign Users to Contacts/Companies

Overview: By default, contacts and companies have no owner and are therefore visible to all users. Assigning them owners, however, will allow certain …

Updated 6 Nov 2026 · 48 views

Create notes from emails with Personal Dropbox email

This ‘how to’ will demonstrate how to use emails as notes in KIM How to find your Personal Dropbox email Click the User icon in the top right, then cl…

Updated 7 Nov 2026 · 44 views