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.

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.



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.