Adding contacts in Exacc is the foundation of managing your business relationships. Whether you are creating records for customers, suppliers, employees, or other stakeholders, the contact management system allows you to store comprehensive information including personal details, addresses, communication preferences, and financial data.
This guide walks you through the process of creating a new contact record from scratch. You will learn how to navigate to the Contacts module, select the appropriate contact type, fill in essential and optional information, add address details, and save your new contact for immediate use across all Exacc modules.
By the end of this tutorial, you will be confident in creating accurate contact records that support invoicing, quoting, payroll processing, and customer relationship management. Let's get started!
Follow these steps to add a new contact to your Exacc account
Congratulations! You have successfully created a new contact in Exacc. Your contact record is now stored in the system and can be used across all modules including invoicing, quoting, payroll, and reporting. The contact will appear in your Contacts Dashboard and can be searched, filtered, and accessed at any time.
You can return to edit this contact at any time to update information, add additional addresses, attach documents, or modify contact preferences. To create more contacts, simply repeat this process. For bulk contact creation, consider using the Import Contacts feature to save time when adding multiple records simultaneously.
For further assistance with contact management, custom fields, contact groups, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.