Set Up Contacts

01Oct

Import New Contacts into Clickentry

You can import multiple contacts to Clickentry. You have to first download the CSV template file from Clickentry, then format and save the data.   Once you have imported the contacts into Clickentry, you can't delete them but You can't delete imported contacts but you can archive them.   Download CSV Template File from Clickentry  In the Contact menu, select Contacts...

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01Oct

Add a New Contact

You can add new contacts in Clickentry. You can also set the account number or default currency for these accounts.   You can see the added contact under the All contacts group. You can see the same contact under the Customer or Supplier contacts group as you enter an invoice, bill or credit note transactions for them.   Click on the + new...

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30Sep

View and Update your Contacts in Clickentry

You can view the list of your customers' and suppliers' contact details and account balances in Clickentry. You can directly create a sales invoice, quote, bill, credit note or purchase order from your contacts' records.  View your Contacts List  If you want to view the list of all your contacts, in the Contacts menu, select Contacts...

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