About contacts
Learn how to manage details on your customers and vendors
The contacts area is where you can keep records of both your customers and your vendors. You can associate a contact with Orders to see who your best customers are and associate Vendors with Purchases to make a list of the businesses from which you purchase your materials.
We'll Cover:
Vendors
A Vendor is any company or individual from whom you purchase materials or services. Vendors can be added to the system as Contacts. When entering the new contact, be sure to select Vendor from the drop-down Category menu. Learn more about vendors here.
Customers
A Customer is any company or individual that you sell products to. Customers can be added to the system as contacts in a customer category. Learn more about customers here.
View a list of all contacts
To find a list of all contacts (customers and vendors):
- Navigate to your Overview page.
- Hover your mouse over the "More..." menu below the reports section.
Select Contacts from the list that appears
FAQ
How can I change the category for an existing contact?
Once the contact is created, changing it to a different category is impossible.
If you do not have any purchases or orders associated with the contact, you can delete the contact from the incorrect category and re-add it. Alternatively, if your contact is associated with any purchases or orders, you can recreate the contact and then merge it with the new contact. This will ensure all associations remain.