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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 delete a contact?
This article explains how to add and delete contacts in Traction.
To learn more about Contact Categories, check out our KB article.
1. Go to the Accounting tab. |
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2. Click on the Contacts tab on the left of the screen. Next click on the Add Contact button. | ![]() |
3. Fill-in the information in the table. The Category, Display Name, and Check/Reporting Name must be filled in to save the Vendor. To add more details, click on the green circle with the + sign to enter more details for this Vendor. |
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4. Fill-in the desired details. Make sure you type in the two-letter abbreviation in the State/Province box. Then click on the Save & Close button. The Vendor will now appear in your Contacts list. |
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