The contacts list
The Contacts list displays all your contacts. You can see the list by clicking Contacts. If you want to see only customers or vendors, open the Contacts menu and select either option to filter the list.
From Contacts, you can:
- Create new contact records for customers and vendors.
- View existing customer and vendor details – To do this, click the contact.
- Edit existing contact records.
- Delete contact records. Note: Once you’ve posted transactions against a contact, you can’t delete the record.
- Search for a particular contact – To do this, enter the information you want to find in the Type to search box.
- Import contacts
- Search for a particular contact – To do this, enter the information you want to find in the Type the contact name to search box.
- Use the action toolbar to print, email, export, and delete your contacts from the list.