The Contacts Dashboard in Exacc is your central hub for managing all customer, supplier, employee, and stakeholder relationships. This comprehensive interface provides powerful tools for viewing, filtering, editing, and organising your contact database whilst enabling quick access to related functions such as invoicing, payments, and communications.
This guide provides a complete overview of the Contacts module including navigating the dashboard, using search and filter functions, viewing and editing contact details, performing bulk actions on multiple contacts, accessing contact-related functions, and customising your view to match your workflow preferences.
By the end of this tutorial, you will be familiar with all the key features of the Contacts Dashboard and be able to efficiently manage your contact database, streamline your workflows, and maintain accurate relationship records across your organisation. Let's get started!
Follow these steps to navigate and manage your contacts effectively
Congratulations! You now have a comprehensive understanding of the Contacts Dashboard and how to manage your contact database in Exacc. You can navigate the interface confidently, use search and filter tools to find specific contacts quickly, edit contact information, perform bulk actions to save time, and access related functions directly from contact records.
As you become more familiar with the Contacts module, you will discover additional features such as custom fields, contact groups, tags, and advanced filtering that can further streamline your contact management workflows. Remember that maintaining accurate contact information is essential for successful invoicing, payment tracking, and customer relationship management across your organisation.
For further assistance with specific contact features, custom field configuration, integration with other modules, or other Exacc functionality, please explore our comprehensive Help Centre or contact the Exacc Support Team.