Support
What is in "My Contacts"?- My Contacts contains a list of contacts stored on the system.
- To filter the list into customers, suppliers or other contacts, go to My Contacts in the main toolbar, and select from the drop down list.
- To add a contact, click on the Add Contact button.
- To import contacts in bulk, click in the Import Contacts button.
- To search for a contact in your list, either:
- Use the alphabet across the page to select the letter the contact name starts with, or
- Click on “Show Filter” and search by contact name or category of expense
- To edit a contact, click on the contact name
- My Contacts contains a list of contacts stored on the system.
- To filter the list into customers, suppliers or other contacts, go to My Contacts in the main toolbar, and select from the drop down list.
- To add a contact, click on the Add Contact button.
- To import contacts in bulk, click in the Import Contacts button.
- To search for a contact in your list, either:
- Use the alphabet across the page to select the letter the contact name starts with, or
- Click on “Show Filter” and search by contact name or category of expense
- To edit a contact, click on the contact name
