Contacts Management
12 articles, in order
- Contacts OverviewContacts stores the customer and supplier records used throughout Qoblex.3 min
- Create and Edit a ContactThe contact editor is used for both customers and suppliers. It opens as a modal dialog from the Customers or Suppliers list.4 min
- Customers List and Bulk ActionsUse the Customers page to find customer records, open customer details, import customers, and run customer-only bulk actions such as B2B invitations, sale agent invitations, group assignment, and deletion.3 min
- Suppliers List and Bulk ActionsUse the Suppliers page to find supplier records, open supplier details, import suppliers, and delete selected suppliers.4 min
- Contact People and Sale AgentsContacts can store individual people for a company. Customer contacts can also show B2B sale agents in the B2B Agents tab.4 min
- Addresses and Default Customer AddressesEvery contact must have at least one address before it can be saved. Addresses are managed from the General tab of the contact editor.4 min
- Customer GroupsCustomer groups let you organize selected customer contacts into named groups. Group assignment is available from the Customers page bulk action menu.4 min
- Invite Customers and Sale Agents to B2BCustomer B2B invitations are managed from the Customers page. Sale agent invitations are also sent from the Customers page and are linked to the selected customers.3 min
- Import CustomersUse the customer import wizard to import customer contacts from a CSV file or from Xero.5 min
- Import SuppliersUse the supplier import wizard to import supplier contacts from a CSV file or from Xero.6 min
- Contacts GlossaryPlain definitions of the terms used across the Contacts help articles. Customers and suppliers share one underlying record, so most of these terms apply to both.3 min
- Troubleshooting ContactsUse this guide when a Contacts action does not complete or a validation message appears.3 min