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Contacts Tutorials Viewing
These tutorials explain the different views that are available for contacts.
How to Display a List of Contacts
This View provides a brief summary of contacts’ information, including their names, trade names, and their roles.
- Navigate to Contacts.
- Click Menu (button) > Default.
- Apply any of the filters as needed.
- Click View (button).
How to Display Contacts’ Addresses
This View displays contacts’ addresses. Contacts without an address do not appear on the list.
- Navigate to Contacts.
- Click Menu (button) > Addresses.
- Apply any of the filters as needed.
- Click View (button).
How to Export a List of Contacts
- Navigate to Contacts.
- Select Default or Addresses from the Menu (button).
- Click View (button).
- Click Output (button) > Export.
- Type a name for the file.
- Choose an export type from the dropdown list (Excel, Html, .csv).
- Click Save.
How to Display Recently Added or Updated Contacts
- Navigate to Contacts.
- Next to Set, select Today or This Week.
- Select the Updated or Created radio button.
- Click View (button).
How to Add Notes and Attachments
- Navigate to Contacts.
- Right click a contact and select View/Edit Notes & Attachments.
- Add any Notes or Attachments.
Learn More
- Contacts Addresses View: Explains the interface for viewing a list of contacts with address details.
- Contacts Default View: Explains the default display of a list of contacts.
- Contacts Edit View: Explains the interface from which contacts are created.
- Contacts Tutorials Creating and Editing: These tutorials explain how to create and edit contacts.
- Customer Records List and Edit Views: Explains the interface to view a list of customers and to create customer records.
- Customer Records Tutorials: These tutorials explain how to display customer lists and how to create, edit, and delete customer records.
- Supplier Records List and Edit Views: Explains the interfaces from which supplier records are displayed and created.
- Supplier Records Tutorials: These tutorials explain how to display supplier lists, and how to create and edit supplier records.
- Billing Methods: Explains the billing methods’ interface and how to create and edit billing methods.
- Contact Categories: Explains what groups are and how to use them.
- Credit Terms: Explains the interface for credit terms and provides tutorials on how to create them.
- Positions: These tutorials explain how to create, edit, and delete job positions.
