Manage a client’s contacts

Find the right contact

Open the client workspace and choose Contacts. Search for a contact and filter by suppliers or customers. Use pagination when there are more results.

Select a contact to open its details. Inspect the details, documents and bank tabs to confirm that you have the right contact.

Update details

Choose Edit, make your changes and save. Editable details include name, address, chamber of commerce and VAT numbers, email, telephone and notes. The bank section lets you add or remove an IBAN.

Use Add contact to create a contact. Check whether it already exists first.

Merge duplicates

Open the contact you want to keep and choose Merge. The selector contains other contacts from the current list. Selecting a contact starts the merge immediately, so check which record you want to keep beforehand. Broaden your search filter if the other contact is missing.

Check the Exact link

The list and details show whether a contact is linked to Exact. Use the sync action for one contact or above the list, then read its result. A failed sync is not complete; inspect the message and Exact connection before creating another contact.