Contacts

💡These articles explain contacts (the address book for staff, customers and suppliers) with their addresses, categories, positions, billing methods and credit terms.

Articles#

• Billing Methods: Describes the buttons and fields of the Billing Methods list used by customers and suppliers.
• Billing Methods Tutorials: Shows how to create, edit and delete billing methods.
• Contact Categories: Shows how to create, edit, delete and assign the categories shared by contacts, customers and suppliers.
• Contacts Addresses View: Describes the buttons and fields of the contacts list that shows each contact's addresses.
• Contacts Default View: Describes the buttons, filters and fields of the default list of contacts.
• Contacts Edit View: Describes the buttons, person and entity headers, and the Attributes, Addresses, Entities, Employees and Assets tabs of a contact.
• Contacts Tutorials Creating and Editing: Shows how to create and edit person and entity contacts, complete their tabs, add images and fix common problems.
• Contacts Tutorials Viewing: Shows how to view contacts and their addresses, find recent changes and add notes or attachments.
• Credit Terms: Describes the buttons and fields of the Credit Terms list, used to set due and payment dates.
• Credit Terms Tutorials: Shows how to create, edit and delete credit terms.
• Positions: Shows how to create, edit and delete the job positions of customer and supplier contacts.