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Updating details in the contact details tab
Updating details in the contact details tab
Updated over a week ago

Details for company, individual, or personnel type contact are updated using the 'edit' tab. The 'details' tab allows you to see a read-only of the contact, to get a snapshot summary of the entered information.

Click the button next to the contact information to call the phone number listed, email the contact, make a Skype call, view the address in Google maps, or view the contacts social account like Twitter or Linked-in.

Select an internal staff member to be the 'account manager' to show which of your staff is responsible for dealing with this client. Add a unique ID to each contact record when using Accounting add-ons to import contacts or export invoices/bills to your accounting system.

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