Step 1: Access the Contacts Page
To access your contacts:
From your dashboard, navigate to the More section
Click on Contacts
This opens the Contacts page, where all your saved contacts are displayed.
Step 2: Understand the Contacts Table
On the Contacts page, you’ll see a table containing all your existing contacts.
For each contact, the following details will be displayed:
Business Name
Contact Name
Type (Customer, Vendor, or Contractor)
Email Address
Country
Currency
Balance
Address
TIN
This gives you a clear overview of all your business relationships in one place.
Step 3: Search for Contacts
If you have many contacts, you can quickly find a specific one using the search bar.
Enter the contact name or any relevant detail
Results will update instantly
This helps you locate contacts without scrolling through the entire list.
Step 4: Filter Contact Types
You can control how contacts are displayed using the filter option.
Select All Types to view all contacts
Or filter by:
Customers
Vendors
Contractors
This allows you to focus on specific groups depending on your task.
Step 5: Add a New Contact
To create a new contact:
Click on the Add Contact button
Choose one of the options:
Single – to add one contact
Bulk – to upload multiple contacts
Enter the required details and save to create the contact.
Step 6: Export Contacts
You can export your contacts for external use or record-keeping.
Click on the export icon on the Contacts page
Download your contacts
This is useful for sharing or keeping an offline backup of your contact data.
