Contacts

1. How do I add address and telephone number details to a client?

2. Can I add a contact that is neither a client or supplier?

3. Can a contact be added twice?

4. Can I email contacts directly from the Contents section?

1. How do I add address and telephone number details to a client?

1. Go to Contacts > Clients and select the client you wish to add details to.

2. Click on the Details option just below the client name to add address, telephone and other details.

2. Can I add a contact that is neither a client or supplier?

Yes. You can add contacts directly to the Contacts section.

3. Can a contact be added twice?

It is possible to add a contact twice.

This is to enable you to add the contact to multiple clients or suppliers.

4. Can I email contacts directly from the Contents section?

Yes. Once you have found the contact you want to email, click on their email address (in orange text).

Your default email client will open with their address populated in the "To:" field.

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