How do I add or delete a contact?

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.
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. Multiple Categories can be selected for contacts. Make sure you select all the appropriate types for a contact if you plan on paying and receiving funds from the contact. To add more details, click on the green circle with the + More sign to enter more details for this Vendor.
4. Fill-in the desired details then click on the Save & Close button. The Vendor will now appear in your Contacts list.

This article explains how to add and delete contacts in Traction.