Manage contacts list

Summary

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

Description

This includes how to export a contact, print or email a list of contacts, export contact addresses and delete a contact.

Resolution

Find a contact >

From Contacts, choose Customers or Suppliers.
In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
Click Search.

Add columns and change sort order >

Click the Configure Columns

button (on the far left of the heading row) to:

Choose which columns you want to include or exclude on the contacts list
Sort the column order to define how contacts appear in the list. For example, you may want to sort it by company, name, or reference first
NOTE: You cannot remove or move the Customer/ Name from it's current position in the list.

Click Save or if you want to return to the default columns, click Reset.

You can also sort the item order in a column list. To do this, simply click the column you want to sort the list by. For example, if you want to sort your items by their reference, click the Reference column.

Print a list of contacts >

To include all contacts, use the check box at the top list or for selected contacts, choose the check box to left of each contact.
From the toolbar above the list choose Print, (opens in new tab)
Select the Print icon in the top right of page.

Export the list to a spreadsheet (CSV) or PDF >

Export to Spreedsheet (CSV)

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.
From the toolbar above the list choose the CSV icon.

Export to PDF

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.
From the toolbar above the list choose the PDF icon.

NOTE: It will only export what columns are shown whilst viewing the contacts or customer/ supplier list, if you want to edit what columns are shown take a look at Add columns and change the sort order.

Email a list of contacts >

To include all contacts, use the check box at the top list, or select each contact to include in the printed list.
From the toolbar above the list choose the Email icon.
Confirm the email address you wish to send the list to.
Select Send.

Delete a contact created in error >

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

Select each contact from the checkboxes on the left.
From the toolbar above the list, choose the Delete icon.
Select Yes or No to confirm if you want to delete contact.

Export customer or supplier addresses to a spreadsheet >

This allows you to keep address information for your contacts on a spreadsheet.

From Contacts, select either Customers or Suppliers.
To include all customers or suppliers, use the check box at the top of the list, or select each contact to include in the printed list.
From More, choose Address List.
Choose the address type from the drop-down.
Choose whether to export to CSV file (spreadsheet) or PDF.
Choose Generate.
Open the report from the Notifications icon in the top toolbar.

Print a list of transactions for multiple customers or suppliers >

Use the Activity Report to see all the transactions entered for selected customers or suppliers with a given date range. This can help you track transactions entered against your received paperwork and provides an audit of business done in any given date range.

From Contacts, select Customers or Suppliers.
To include all customers or suppliers, use the check box at the top of the list, or select each customer or supplier to include in the report.
From More, choose Activity Report.
Choose the address type from the drop-down.
Choose whether to export to CSV file (spreadsheet) or PDF..
Choose Generate.
Open the report from the Notifications icon in the top toolbar.

Print customer statement summary for customers >

This report summarises all the information that's included in the customer statements, allowing you to check the statements before sending them.

From Contacts, select Customers.
To include all customers, use the check box at the top of the list, or select each customer to include in the report.
From More, choose Statement Summary Report.
Open the report from the Reports icon in the top toolbar.

Solution Properties

Solution ID: 222001000100828
Last Modified Date: Thu Apr 04 11:23:55 UTC 2024
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