Contacts Overview

Use the Contacts tab on the Debtors, Creditors, and Non Accounts screens to create contacts and assign them to accounts. You can also set up contacts independently of accounts from the Contacts window.

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 Details and Marketing tabs contain information about your Contact. Use the Notes field on the Details tab to make brief notes about the debtor or Contact listed here.

You can form relationships between contacts and Debtors, Creditors, Non Accounts, and staff.

You can also add the Extra Fields tab with related information about the contact like their credit card number, birthday, and hobbies.