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How do I sort my contact list from suppliers to clients etc
On the contacts page, I can see a full list of my contacts but how do I split these into suppliers and clients
I’m happy but confused
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Inappropriate?When you add an Invoice to a Contact they automatically get marked as Client and when you add a Bill they automatically get marked as a Supplier.
Make sense?
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This answers the question
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Thanks very much for you quick reply and advice -
Inappropriate?Roan,
Is there any way to define this before hand, for purposes of using this feature as a CRM?
Thanks,
Aaron -
Inappropriate?Hi Aaron,
Not at the minute. We may think about this for the future, but there is always going to be the case where a contact is both a client and a supplier.
We will be introducing better contact filtering though.
EMPLOYEE
