Manage Contacts

30Sep

Contact Groups in Clickentry

In your Clickentry's organization, there are two default groups that sort your list of contacts. You can customize these as per your needs.  Default Groups in Clickentry  Clickentry sorts your contact list into Sales and Purchases. Clickentry automatically classifies your contacts, when you enter an invoice, bill, or credit note transaction for them.  Spend or receive money transactions don’t...

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29Sep

Edit a Contact

You can edit the contact details to keep it up to date.   In the Contacts menu, select Contacts Summary.  Click on the contact’s name you want to edit.  Click on the Edit button.  Update your information in the contact fields.  Click Finish.  Contacts can only save one postal and one street address. If you edit the address on a transaction, it will...

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29Sep

Export Contacts from Clickentry

In the Contact menu, select Contacts Summary.  Select checkboxes next to the contacts you want to export from Clickentry.  Click on the Export button.  Save the file with relevant name.   Your contacts will be downloaded as a CSV file to your computer.  Export Contact Groups 

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29Sep

Create and Delete Contact Groups

You can create your customized contact groups to organise your contacts. You can delete your contact group.  Create a Contact Group  In the Contact menu, select Group List.  Click on the Add New Group button.  Enter the name for the group.  Click Save.  Delete a Contact Group  In the Contact menu, select Group List.  Select the checkbox next to the contact group name you want to delete.  Click on the Delete button.  Click Ok to delete.  Add...

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