Contacts stores the customer and supplier records used throughout Qoblex. A contact record can be used on sales orders, purchase...
The contact editor is used for both customers and suppliers. It opens as a modal dialog from the Customers or...
Use the Customers page to find customer records, open customer details, import customers, and run customer-only bulk actions such as...
Use the Suppliers page to find supplier records, open supplier details, import suppliers, and delete selected suppliers. Supplier records are...
Contacts can store individual people for a company. Customer contacts can also show B2B sale agents in the B2B Agents...
Every contact must have at least one address before it can be saved. Addresses are managed from the General tab...
Customer groups let you organize selected customer contacts into named groups. Group assignment is available from the Customers page bulk...
Customer B2B invitations are managed from the Customers page. Sale agent invitations are also sent from the Customers page and...
Use the customer import wizard to import customer contacts from a CSV file or from Xero. Use this workflow when...
Use the supplier import wizard to import supplier contacts from a CSV file or from Xero. Supplier imports are useful...
Plain definitions of the terms used across the Contacts help articles. Customers and suppliers share one underlying record, so most...
Use this guide when a Contacts action does not complete or a validation message appears. No Contacts Selected Message: No...
