Contact Management Contacts are people, companies, and locations which your business has relationships with. Contacts may fall into the following types: You...
Employee Contact Details Assign the Employee type to the contact. The Employee tab appears, as follows: For the employee contact type, specify the...
Creditor / Supplier Contact Details Assign the Creditor/Supplier type to the contact. The Creditor/Supplier tab appears, as follows: For the creditor contact type, specify the...
Inviting to Supplier Portal On the tabbed menu, select Supplier Portal. Click Send Invitation. The button will disappear. The Invited flag will appear on...
Customer Contact Details Assign the Customer type to the contact. The Customer tab appears, as follows: For the customer contact type, specify the...
How to invite a client to the Customer Portal This article explains how to invite a client to the Customer Portal. A Client Guide to the Customer Portal is...
Debtor Contact Details Assign the Debtor type to the contact. The Debtor tab appears, as follows: For the debtor contact type, specify the...
Finance Company Contact Details Assign the Finance type to the contact. The Finance Company tab appears, as follows: For the finance company contact type,...
City / County Contact Details Assign the City/County type to the contact. The City/County tab appears, as follows: Managing Communication with City/County You can directly...
Other Contact Details Assign the Other type to the contact. The Other tab appears, as follows: Managing Communication with Other Contact You can...
English (United States) 
English (Australia) 
English (New Zealand)