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. |
|
button allows you to enter a Mobile Phone and the 
button allows you to add more details. 
