Using the Contacts List

Your Contacts List shows all your business contacts in one list, including individual people and companies. Contacts can be customers, both prospective and existing, and vendors, or simply people or businesses you want to keep track of.

Use the Contacts List to:

Add a new contact

To add a new person, enter the contact’s first and last name and click Add.

To add a new company, leave the name fields blank, enter a company name and click Add.

To add a new person at a new company, complete all fields. More

 

Change the list view

To change the contacts you want to view, click Customers to show contacts that have purchased from you, Vendors to show contacts that you have purchased from, People, Companies, All for all companies, people, and contacts within companies or Imported in Last Day to see a list of the contacts you recently imported.

Delete a contact

To delete a contact, point to the left of the item and click the Trashcan.

 

You can’t delete the contact if they have a quote/invoice or a contact associated with them (companies only).

Edit a contact

To edit a contact, point to the left of the contact and click Edit.

 

Make the changes and click Save Changes.

Export contacts

To export your contacts, filter and sort the list to view the contacts you want to export and then click the vcard or csv export icon next to the printer icon.

Import contacts

To import your contacts from Gmail or Apple vcard or Outlook CSV, click Import Contacts. More

Sort the list

To sort the list, click the heading you want to sort by:

 

Click the sort direction arrow to reverse the sort.  More

Print the Contacts List

To print the Contacts List, click the printer icon:   

 

 

Related Topics

About Contacts

What is the difference between customers, companies, and people?

How do I import contacts into WorkingPoint?

How do I export contacts?