Contacts

Essentials

• An introduction to contacts
• How to generate a statement of account
• How to add notes to a contact
• How to set default contact payment terms
• How to set up a contact as a customer or a supplier

Managing contacts

• How to add a new contact
• How to edit a contact's details
• How to change a contact's VAT setting
• How to delete or hide a contact

Importing and exporting contacts

• How to import contacts
• CSV file formats for importing contacts
• How to import contacts from Basecamp
• How to export contacts