Here you can manage by your Suppliers, Customers and Advisor's details all from the one directory. Don’t forget to set a primary contact to make sure you are communicating with the right person within that organisation.
Click on Business from the main menu, then click on Contacts.
Refresh your filters by clicking the Refresh icon
Data Filter Menu: The Contacts Table defaults to open all Contacts in your account regardless of their status or type. Use the Data Filters to filter this table by Contact Status i.e All, Customers only, Suppliers only or Achieved or Inactive Contacts
Show: Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
Search: Click in the Search field and enter search criteria to find a particular Contact from within the Contact Table.
Sort: Click on the arrows to the right of each column title to sort data alphabetically n ascending or descending order.
Create a New Contact by Clicking the Create Contact action
Create a New Advisor by Clicking the Create Adviser action
The Contact company name.
Is this Contact set as a Customer, Supplier or both
Primary email address to connect with this Contact
Primary phone number to connect with this Contact
You owe them
Amount of money you owe them (as a Supplier)
They owe you
Amount of money they owe you (as a Customer)