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. |