The contacts list

The contacts list contains a list of all of the customers and suppliers that you enter.

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.