Contacts

Adding a Contact
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Navigate to the Contacts Page:
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Select Contacts from the sidebar
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Add a New Contact
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Click on the Add Contact button in the top-right corner of the page

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Fill in the Contact Details
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Basic Information:
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Name: Enter the contact’s name
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Email: Provide the contact’s email address
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Role: Select the contact’s role (e.g., Vendor, Client)
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Accounting Details
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QuickBooks Name/Xero Name: Enter the corresponding name used in QuickBooks Online (QBO) or Xero
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Distribution Partner: Specify the distribution partner, if applicable
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Payment Details
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Wallet Address: Add the wallet address for payments (if applicable)
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Billing Details
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Address: Enter the billing address, including city, state, and zip code
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Notes: Add any relevant notes for the contact

Updating a Contact
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Select Contact
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Navigate to the Contacts page and find the contact you wish to update
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Click on the contact to open the Update Contact screen
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Edit the Contact Details
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Update any of the following sections as needed
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Basic Information: Modify the name, email, or role
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Accounting Details: Adjust the QuickBooks or Xero integration details
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Payment Details: Change or update the wallet address
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Billing Details: Edit the address, Tax ID, or other billing information
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Save Changes:
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Click Update to save your changes
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Archiving a Contact:
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If the contact is no longer needed, click the Archive button at the bottom of the screen. This will deactivate the contact but retain their information for future reference