Contacts
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      2. Contacts

      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.

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      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. 

      For example, if you are going to receive and make a payment to this contact, select both vendor and customer. 

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

      If all details are entered and you want to add another contact, then click on the arrow next to Save & Close and select Save & New. 

      If you do not want to add another contact, click on the Save & Close button. 

      This contact has been added to your list and is available in the drill-down Contact menu in the transaction details screen.