Contacts

Getting Started

• An introduction to Contacts
• How to set default contact payment terms

Essentials

• Delete or hide a contact
• Add a new contact
• Edit a contact's details
• Generate a statement of account
• Set up a contact as a customer or a supplier
• Adding notes to a contact

Importing & Exporting

• Import contacts
• Importing contacts from Basecamp
• Export contacts
• CSV file formats for importing contacts