Contacts
- FAQs - Features of the contact list
- Enter new contacts
- Mark contacts as deleted (archived)
- Customer account – Delete transfer from account
- Memos in contacts
- Upload files to a contact
- Change the start number for the contact/client number
- Navigate in the contacts
- Customer account - financial overview for each contact
- Enter a contact’s bank details
- Create an account statement for a client
- Filter contacts
- What does your contact person do?
- Enter additional addresses for other invoice and/or correspondence addresses
- What Needs to be Considered When Importing Contacts?
- How can I make bulk changes?