https://www.caktusgroup.com/tags/civicrm/Recent content in Civicrm on Caktus GroupHugoenWed, 05 Nov 2008 20:29:51 +0000https://www.caktusgroup.com/blog/2008/11/05/entering-contacts-in-civicrm/Wed, 05 Nov 2008 20:29:51 +0000https://www.caktusgroup.com/blog/2008/11/05/entering-contacts-in-civicrm/<p>One of our non-profit clients recently asked for help entering the numerous business cards they get at trade shows, etc., into their Customer Relationship Management database, a copy of <a href="http://www.civicrm.org" target="_blank" rel="noopener noreferrer">CiviCRM</a> that <a href="http://www.caktusgroup.com/services/non-profit/" target="_blank" rel="noopener noreferrer">we setup and manage for them</a>. The best path for entering contacts isn't necessarily obvious from the get-go, but the following procedure is the best we've found and has the lowest up-front investment (you might be able to do something more efficient with a Profile, but that doesn't seem as flexible with respect to matching existing contacts).</p>