AccountsPortal Help Documentation

View or Edit Contacts

Navigate to the main Contacts tab.

View Contact

Click on the appropriate Contact's name. The contact overview screen displays:

  • Contact Details and Address information
  • Outstanding Sales and Purchases
  • Activity over past 12 months
  • Notes: A list of Notes are displayed. Add or Edit notes as required.

Edit an Existing Contact

To edit an existing contact, click on the Edit link in the Actions column.

Searching for a Contact

You can search for one or more contacts using the Search button. Enter your search term (which can be the customer or supplier's name, the main contact name or the email address of the contact) and click the Search button.