Contacts
The contacts page shows all the contacts for an account. From this page, new contacts can be added and existing contacts edited.
Add contact: allows a new contact to be added
Copy: copies an existing contact (useful if adding a contact with similar information)
Edit: Allows a contact to be edited
Archive: Allows contacts to be archived (only available if there is more than 1 contact)
View archived contacts: view archived contacts and unarchive if necessary
Finance Contact
Email address used to populate recipient box when emailing an invoice or payment reminder
Primary Contact
Used as the default job contact unless an alternative is selected. Address details appear on the top of an invoice and a quote
Job Contact
Email address used to populate recipient box when emailing a quote.
The job contact can be amended by navigating to the required job, and selected "change job contact" from the job management page.
Contact Export
Contacts can be exported from the "export contacts" page found in the admin section.