The contacts list

You can view the contacts list from the Contacts tab. Alternatively, you can view customers only from Contacts > Customers, or suppliers only from Contacts > Suppliers.

When you enter your VAT registration details, two contacts are automatically created for the purpose of paying or reclaiming VAT due. These contacts can’t be deleted.

From the contacts list, you can:

  • Create new contact records for your customers and suppliers.
  • View existing customer and supplier details – To do this, just click the relevant contact.
  • Edit the contact details for customers and suppliers.
  • Import customers and suppliers from a CSV file.
  • Search for a particular contact – You can search on the company or contact name. To do this, simply enter the information you want to find in the Type the contact name to search box.

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