Adding customers and contacts is an important feature to save time and keep your team organized. It also helps track your best customers. Adding a contact when creating a quote will automatically pull rates connected to that customer, and populate To fields on both quote and email.  

From the New Quote Request for Customer screen:
​Place your cursor on the field Search Accounts/Contacts in the upper right area. A blue box will appear prompting you to Create Account/Contact. Select the blue box.

Fill out the contact details. The only required fields are Account, Address and Contact Method. Add as many contact methods as required by selecting Add Contact method.

Select Insert Address and a field will appear to type an address. Select the icon at the end of the address line and a pop-up will appear with address details. 

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Viewing and Editing Accounts
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Access all account information under Accounts in the menu. See all accounts, your accounts, or accounts shared with you.

Filter accounts by selecting the filters tab. Options will appear to filter by customers, suppliers or account status.
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Search for a specific company using the free search field. 

Download all of your contacts to an excel spreadsheet by selecting the download icon. If there are over 100 contacts, the excel file will be sent to your email. 

View and edit accounts by selecting account details by selecting the icon to the far right of the account details. 

To learn more about how to track accounts, see our video on business intelligence here.