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Manage contacts list

Created on  | Last modified on 

Summary

How to view and manage your customers and suppliers using the Contacts list in Sage Accounting.

Resolution

Find a contact

  1. Select Contacts.
  2. In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
  3. Click Search.

Print a list of contacts

  1. To include all contacts, use the check box at the top list. For selected contacts, choose the check box to the left of each contact.
  2. From the toolbar above the list, choose Print or PDF pdf button icon.

Export the list to a spreadsheet

  1. To include all contacts, use the check box at the top list. For selected contacts, choose the check box to the left of each contact.
  2. From the toolbar above the list, choose the CSV csv button icon icon.

Email a list of contacts

  1. To include all contacts, use the check box at the top list, or select each contact to include in the printed list.
  2. From the toolbar above the list, choose the Email icon.

Delete a contact created in error

If you've created a contact by accident, you can delete it straight away, as long as you haven't created any transactions such as invoices or credit notes for it.

  1. Select each contact from the checkboxes on the left.
  2. From the toolbar above the list, choose the Delete icon.



Related Solutions

´╗┐Edit and manage customers

Edit and manage suppliers

Create a customer contact

Create a supplier contact