Contacts Overview | Zayls

by Zayls
4 years ago
Knowledge Base Accounts | Contacts Overview

Contacts Overview

Contacts are used to determine who the point person in a transaction is. Contacts are tagged to a specific account.

You can filter records in one way:

  • Search by name

Search by name:

  1. Go to Search by name box at the top of the Contacts list.
  2. In the Search by name box, type the contact name you are searching for. The list will load the moment you stop typing.

The Contact Persons are tagged in the account profile to easily identify who to contact for transaction inquiries.

Export Contacts to PDF or Excel:

  1. In the Contacts Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 

Related Article: Create or Edit a Contact