Welcome to the Contacts guide! This section covers everything you need to manage your customer, supplier, and employee relationships in Exacc.
From adding new contacts and importing customer data to managing groups, custom fields, and self-service portals, these comprehensive resources will help you maintain accurate contact records. You'll learn how to organise contacts effectively, handle multiple addresses and contact persons, and leverage advanced features like tags and custom workflows to streamline your business communications.
Create new customer, supplier, or employee contact records
Import multiple contacts using CSV files or other software
Navigate the contacts dashboard and main features
Send emails directly to contacts including invoices
Safely deactivate contacts while preserving history
Combine duplicate records to maintain clean data
Allow contacts to create and update their own information
Leverage tags, categories, and custom workflows
Create custom fields for your business needs
Create public-facing forms for customer submissions
Organise contacts for targeted communications
Manage multiple contact persons for one business
Set up billing, shipping, and other address types