Directory

The Directory section allows you to add / edit information for Company Contacts, Staff, Businesses and Suppliers.

Navigate to your Main tab > Directory.

Select the button located at the top right.

Enter a name and choose a category.

Enter a ‘payable to’ name (optional).

Enter the mailing address and contact information.

When complete, click the button.

To edit a contact, select the icon beside a category, select a contact, and make the changes. Click when done.

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