How to create a contact
Go to the Contact/Co. module. Select Contact. Click on Add Contact. The Add a contact window will be displayed: Select if it's a public or private contact. Determine if it's a Quick Sale Customer. Add first and last names. The second name is ...
You can merge contacts (or companies). Here is how you can go about it: In the Tools menu. Select Merge contact/company. In the merge window, you must select 2 contacts. 1 st field: you must select the contact that you wish to merge and subsequently ...
Setup - Contact/Co. Tab
The Contact/Co. tab is used primarily to configure your contacts so they fit your business's reality. Classification Section This section is used to manage the information used for your customers' profiles. . Company types Creating company types can ...
Editing Your Company Information
If you ever need to modify the information related to a company, here's how to proceed: Click on the Contact module icon. Click on Company. Search for your company and double-click on your company name. The Edit company window will prompt and from ...
In-Depth Overview of the Contact Module
Top Screen Buttons A menu that allows you to manage customers, view the selected customer's picture and refresh the list. Contact allows you to view customers while Company allows you to view companies. Add a contact. Edit contact. Copy contact. ...