Contacts
- How can I upload files to a contact?
- How can I enter new contacts?
- How can I change the start number for the contact/client number?
- How can I navigate using the address book? - Contact tab
- What are customer account bookings?
- How do enter a contact’s bank details?
- How can I create an account statement for a client?
- How can I filter the contact overview so that only company contacts are displayed?
- How can I enter additional addresses for other invoice and/or correspondence addresses?
- What should be kept in mind when importing a contact?
- How can I make bulk changes?