Contacts
Customers, vendors, and contact records.
Guides in this module
56- 1
Can a Contact Belong to Multiple Groups
- 2
Can I Access Receipts from the Contacts Area
- 3
Can I Display 50 or 100 Contacts at Once
- 4
Can the Same Contact Be Both a Customer and a Supplier
- 5
How Are Outstanding Balances Calculated
- 6
How Do Contacts Connect with Customer Statements
- 7
How Do I Add a New Contact
- 8
How Do I Archive Contacts
- 9
How Do I Create a Contact Group
- 10
How Do I Create a New Customer
- 11
How Do I Create a New Customer Directly from Contacts
- 12
How Do I Create a New SupplierVendor
- 13
How Do I Delete a Contact
- 14
How Do I Edit an Existing Contact
- 15
How Do I Filter Only Customers
- 16
How Do I Switch to the Suppliers View
- 17
How Do I Filter Only Suppliers
- 18
How Do I Merge Contacts
- 19
How Do I Move Between Pages in Contacts
- 20
How Do I Navigate to Invoices from Contacts
- 21
How Do I Search for a Contact
- 22
How Do I Select All Contacts at Once
- 23
How Do I Select Multiple Contacts
- 24
How Do I Switch Back to All Contacts
- 25
How Do I Switch Between Customers and Suppliers
- 26
How Do I View All Contacts in One Place
- 27
How Do I View Archived Contacts Only
- 28
What Are Groups in the Contacts Module
- 29
What Are Pending Payables in Contacts
- 30
What Are Smart Lists in Contacts
- 31
What Do You Owe and They Owe Mean
- 32
What Does Last Activity Mean in Contacts
- 33
What Does Show 20 Per Page Mean
- 34
What Does Showing 1 to 2 of 2 Results Mean
- 35
What Does the Add to Group Button Do
- 36
What Does the Archived Section Mean
- 37
What Does the Checkbox Beside Contacts Do
- 38
What Does Total Outstanding Represent
- 39
What Happens After Clicking the Add New Button
- 40
What Happens When I Delete a Contact
- 41
What Information Can I Update in a Contact
- 42
What Information Is Shown in the Contacts Table
- 43
What Is the Contacts Module Used For
- 44
What Is the Difference Between Deleting and Archiving a Contact
- 45
What Is the Difference Between Groups and Smart Lists
- 46
What Qualifies as Contact Activity
- 47
Where Is the Edit Contact Option Located
- 48
Why Are Action Buttons Not Responding
- 49
Why Are All Balances Showing as $0
- 50
Why Are Balances Not Updating
- 51
Why Are Some Contacts Duplicated
- 52
Why Can't I Edit a Contact
- 53
Why Can't I See Any Contacts in the List
- 54
Why Is My Contacts Page Empty
- 55
Why Is My Newly Added Contact Missing
- 56
Why Is the Contacts Page Loading Slowly