Skip to content
logo Knowledgebase
Page Language

How to manage contacts

Created on  | Last modified on 

Summary

How to manage contacts in Sage Accounting.

Description

Use the Contacts list to view and manage your customers and vendors. This includes:

  • Exporting a contact
  • Printing or emailing a list of contacts
  • Exporting contact addresses
  • Deleting a contact

Resolution

Find a contact

  1. From Contacts, choose Customers or Vendors.
  2. In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
  3. Click Search.

Print a list of contacts

  1. To include all contacts, use the check box at the top of the list. For selected contacts, choose the check box to the left of each contact.
  2. From the toolbar above the list, choose Print or PDF.

Export the list to a spreadsheet

  1. To include all contacts, use the check box at the top of the list. For selected contacts, choose the check box to the left of each contact.
  2. From the toolbar above the list, choose the CSV icon.

Email a list of contacts

  1. To include all contacts, use the check box at the top of the list, or select each contact to include in the printed list.
  2. From the toolbar above the list, choose the Email icon.

Delete a contact created in error

  1. If you created a contact by accident, delete it immediately if you haven't created any transactions like invoices or credit notes for it.
  2. Select each contact using the check boxes on the left.
  3. From the toolbars, select the Delete icon.

 

Related Solutions

View and edit contact records