Managing Contacts

Managing Contacts

Contacts represent individuals associated with customers, vendors, or other entities.

Viewing Contacts

1. Navigate to Entities → Contacts
2. Use filters to find specific contacts
3. Click on a contact to view details

Creating Contacts

1. Click Create Contact
2. Fill in contact information
3. Associate with a customer or vendor
4. Save

Editing Contacts

Click on a contact and select Edit to update information.