Creating a contact

Contacts can be used to keep track of customers, distributors, staff, staff library accounts, overstock locations

Written by Django Bohren
Updated on March 7, 2025

To create a contact

Click on CON>CREATE CONTACT.
Select the contact type.
Fill in whatever fields you like. Email and Phone may be required, depending on your settings. This can be changed within SETTINGS>CONTACTS>requireEmailForContactCreation and SETTINGS>CONTACTS>requirePhoneForContactCreation
After you've created your contact, you can edit their settings.

For customers, we recommend reviewing their discounts and delinquency parameters.

For distributors, check out the invoice and order tabs to help automate some of your intake and exports.

For staff, make sure to add a staff login account.