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Getting Started
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Advanced Accounting
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Basic Accounting
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Basic Operations
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Basic Agronomy
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Contacts
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Farm Works
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FAQ
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Payroll
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Professional Agronomy
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Traction App
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Traction Field
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Release Notes
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Enterprise - Mobile
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Enterprise: Setup
- Enterprise: Import Settings
- Enterprise: Crops
- Enterprise: People
- Enterprise: Inputs
- Enterprise: Entities
- Enterprise: Integrations
- Enterprise: Equipment
- Enterprise: Fields > Fields
- Enterprise: Inventory Locations
- Enterprise: Land Agreements
- Enterprise: Fields > Field Groups
- Enterprise: Ficial Accounts
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Enterprise: Crops
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Enterprise: Operations
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Enterprise: Reports
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Enterprise: Getting Started
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Enterprise: Dashboard
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Enterprise: Inputs
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Enterprise: Webinars & Live Training
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Enterprise: Videos
How do I add or update a contact in Traction?
This article explains how to create a contact and enter details such as phone numbers and addresses.
Contacts are an important piece of data inside your Traction account. Below is a table of the different Categories you can assign to Contacts.
A Contact can belong to one or more categories.
Vendor | Each Vendor will show up as an option as a Contact for Payment transactions |
Customer | Each Customer will show up as an option as a Contact for Deposit transactions |
Employee | Each Employee will show up as an option to setup and onboard as a Payroll Employee |
Field Worker | Used to designate a Contact as a Field Worker |
Landlord | Used to designate a Contact as a Landlord and include in Land Agreements |
Entity |
Each Entity is also made into a contact This field cannot be edited |
Owner |
Each Owner of an Entity is also made into a contact This field cannot be edited |
Other |
Used for contacts that don't fit into other categories or you would like to flag |
1. Click on the Dashboard at the top right of the screen and select Accounting. | ![]() |
2. To add contacts click on Contacts on the left side of the screen. | ![]() |
3. Click on the box labeled Add Contact and you will be directed to the contact details screen. | ![]() |
4. Choose the Entities and the proper Category/Categories for this Contact. Notes and considerations: Make sure you are selecting the proper category for your contact. |
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