Contacts
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      1. Welcome to the Traction Knowledge Center. Call 888-466-6080 for more help.
      2. Basic Accounting
      3. Contacts

      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.  Using the navigation menu on the left of your screen, open the Accounting menu and then select Contacts.

      		 Contacts
      2.  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.