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

  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 list. For selected contacts, choose the check box to 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 list. For selected contacts, choose the check box to 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 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

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.

  1. Select each contact from the check boxes on the left.

  2. From the toolbar above the list, choose the Delete icon .

Related content

View and edit contact records