Add a contact

What it is

You can add a contact while recording an entry, or from the Parties screen in Settings. Both make the same contact.

Why it helps

A contact on an entry is what makes the customer balance work.

How to do it

1. On the entry form tap the Contact field.
2. Tap Add manually, type the Name and Phone number, and pick Customer, Supplier or Staff.
3. Or tap From phone contacts, pick a person, then choose the contact type.
4. To add from Settings: open Parties, tap the add button, fill the form and save.

Good to know

• Adding contacts needs the Manage contacts permission in a shared business.