Contacts Overview

Debtors, Creditors and Non Accounts all include a Contacts tab, where Contacts can be created and assigned to accounts. The Contact tab is a useful marketing tool; it contains a list of business Contacts associated with the main company. You can easily create marketing campaigns or documents that get sent to the right person (Contact) within the right company.

Note: Video-based Help is available for this topic on the Exo Business Education Centre.

Contacts can also be set up independently of accounts from the Contacts window, which is available under the Accounts menu.

You may on a regular basis liaise with the accounts manager. However, the right person for the details about a new product being launched by your company may be the debtor’s Managing Director. So, you can mark the information directly to the director since you have the address and e-mail details on the Contacts tab.

You can also maintain a record of how each Contact first heard about your business: newspaper, television, yellow pages or any other and determine the effectiveness of an advertising medium for your future campaigns.

The two tabs, Details and Marketing, contain information about your Contact. The Notes field on the Details tab allows you to make brief notes about the debtor or Contact listed here. Any data stored on the Contacts tab can serve as a common pool of information for the Sales and Marketing team.

Relationships can be formed between contacts and Debtors, Creditors, Non Accounts and staff.

You can also add an Extra Fields tab with related information such as the Contact’s credit card number, birthday and hobbies.