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Contacts

In the Purchases section of the dashboard, you can efficiently manage your contacts. This is where you can create, edit, and organize contact information for your clients.

  1. Click on the "Contacts" tab under the Purchases section in the dashboard.

Manage existing contacts​

  • View Contacts: You can view all your existing contacts in the "Contacts" section.
  • Each contact entry shows details such as name, email, phone, and billing address.
  • Edit or Delete Contacts: To edit or delete a contact, select the desired contact by checking the box next to their name.
    • Use the "Edit" button to make changes to the contact details or the "Delete" button to remove the contact. Editing contact details can be useful for updating customer information, such as email addresses or phone numbers, ensuring your records are accurate and up-to-date.

Create new contacts​

  1. To add a new contact, click on the "Create New" button.
  2. Fill in the Relevant Details:
    • Full Name: Enter the full name of the contact.
    • Email: Provide the contact's email address.
    • Phone: Enter the contact's phone number.
    • Billing Address: Fill in the billing address details if necessary.
  3. Save the new contact:
    • Once all the details are filled, click the "Save" button to create the new contact.