Contacts

Adding a Contact

  • Navigate to the Contacts Page:

  • Select Contacts from the sidebar

  • Add a New Contact

  • Click on the Add Contact button in the top-right corner of the page

  • Fill in the Contact Details

  • Basic Information:

    • Name: Enter the contact’s name

    • Email: Provide the contact’s email address

    • Role: Select the contact’s role (e.g., Vendor, Client)

  • Accounting Details

  • QuickBooks Name/Xero Name: Enter the corresponding name used in QuickBooks Online (QBO) or Xero

  • Distribution Partner: Specify the distribution partner, if applicable

  • Payment Details

  • Wallet Address: Add the wallet address for payments (if applicable)

  • Billing Details

  • Address: Enter the billing address, including city, state, and zip code

  • Notes: Add any relevant notes for the contact

Updating a Contact

  • Select Contact

  • Navigate to the Contacts page and find the contact you wish to update

  • Click on the contact to open the Update Contact screen

  • Edit the Contact Details

  • Update any of the following sections as needed

    • Basic Information: Modify the name, email, or role

    • Accounting Details: Adjust the QuickBooks or Xero integration details

    • Payment Details: Change or update the wallet address

    • Billing Details: Edit the address, Tax ID, or other billing information

  • Save Changes:

  • Click Update to save your changes

  • Archiving a Contact:

  • 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