To add an individual contact, follow the instructions below. To add multiple contacts to your address book at the same time, use our address book import feature.
Access your CorpNote address book by clicking on the navigation for My Account > Address Book at the top of any screen. Click the 'Add Contact' button and a pop-up window will appear in which you can enter your contact's:
Click the 'Add Contact' button when you are finished.
We encourage you to provide as much information as possible since all of these fields make it easier for you when you are searching for contacts when sending an eCard.
Category: Putting contacts into categories makes it easier to identify types of contacts that you may need to quickly find and send an eCard.
Birthday and Anniversary: Adding a birthday and anniversary date for each of your contacts enables you to easily set reminders to send birthday and anniversary eCards.
Start Date: The start date field was designed to be used for employee start date or customer acquisition date. This enables you to easily search for contacts when you want to send a customer appreciation eCard or an employee appreciation eCard.