Creating business contacts

Business Contacts Overview > Creating business contacts

You can create entries in your Contact Log manually, or you can set up Accounting Plus so entries are made automatically when you perform specific tasks in the programme.

The only prerequisite for either method is that a card exists for the person or company for whom you want to make a business contact-and even if a card doesn't exist, you can quickly add one to your records while you're in the process of making the business contact.

To create business contacts for common contact events, such as meetings or telephone calls, you'll need to manually enter those business contacts. To do this, use the Contact Log Entry window.

To create a business contact for each sale, purchase, cheque or deposit you record, you can set up Accounting Plus to create an entry in the Contact Log automatically. You'll do this using the Preferences window.

Click below for the step-by-step procedures:

To manually create a business contact

To automatically create a business contact