Managing contacts
Use the Contacts list to view and manage your customers and vendors.
This includes how to export a contact, print or email a list of contacts, export contact addresses and delete a contact.
Find a contact
-
From Contacts, choose Customers or vendors.
-
In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
-
Click Search.
Click the Configure Columns button (on the far left of the heading row) to:
- Choose which columns you want to include or exclude on the contacts list.
- Sort the column order to define how contacts appear in the list. For example, you may want to sort it by company, name, or reference first.
Click Save or if you want to return to the default columns, click Reset.
You can also sort the item order in a column list. To do this, simply click the column you want to sort the list by. For example, if you want to sort your items by their reference, click the Reference column.
-
To include all contacts, use the check box at the top list. For selected contacts, choose the check box to left of each contact.
-
From the toolbar above the list choose Print or PDF
-
To include all contacts, use the check box at the top list. For selected contacts, choose the check box to left of each contact.
-
From the toolbar above the list choose the CSV icon.
-
To include all contacts, use the check box at the top list, or select each contact to include in the printed list.
-
From the toolbar above the list choose the Email icon.
If you've created a contact by accident, you can delete it straight away, as long s you haven't created any transactions such as invoice or credit notes for it.
-
Select each contact from the check boxes on the left.
-
From the toolbar above the list, choose the Delete icon .
This allows you to keep address information for your contacts on a spreadsheet.
-
From Contacts, select Customers or vendors.
-
To include all customers or vendors, use the check box at the top of the list, or select each contact to include in the printed list.
-
From More, choose Address List.
-
Choose the address type from the drop-down.
-
Choose whether to export to CSV file (spreadsheet) or PDF.
-
Choose Generate.
-
Open the report from the Reports icon in the top toolbar.
Use the Activity Report to see all the transactions entered for selected customers or vendors with a given date range. This can help you track transactions entered against your received paper work and provides an audit of business done in any given date range.
-
From Contacts, select Customers or vendors.
-
To include all customers or vendors, use the check box at the top of the list, or select each customer or vendor to include in the report.
-
From More, choose Activity Report.
-
Choose the address type from the drop-down.
-
Choose whether to export to CSV file (spreadsheet) or PDF.
-
Choose Generate.
-
Open the report from the Reports icon in the top toolbar.
This report summarizes all the information that will be included on the customer statements, allowing you to check the statements before sending them.
-
From Contacts, select Customers.
-
To include all customers, use the check box at the top of the list, or select each customer to include in the report.
-
From More, choose Statement Summary Report.
-
Open the report from the Reports icon in the top toolbar.
