{"schema":"exacc.help.page/1","url":"https://exacc.au/help/manage-contacts/","title":"Find and manage contacts","description":"Search contacts, approve new ones from your public form, deactivate or reactivate them, email them and open their dashboard: balances, history and files.","category":"Contacts","summary":"Open **Business › Contacts**. Search, or filter by **Contact Status** (**All**, **Active**, **Not Active**, **Pending Activation**). Each row's menu has **Dashboard**, **E-mail Contact**, **Activate** / **Deactivate** and **Edit Contact**. New contacts from your public form wait under **Pending Activation** until you activate them.","lastVerified":"2026-10-04","apps":["app","mobile"],"processIds":["manage_contacts","email_contacts","mobile_contacts"],"start":{"label":"Open Contacts","url":"https://app.exacc.au/{dbId}/contacts"},"menuPath":["Business","Contacts"],"steps":[{"step":1,"title":"Find the contact","body":["Open **Business › Contacts**. Type in **Search** (code, name, ABN, email or phone), or choose a **Contact Status**. The list shows code, name, ABN, email, phones, manager, **Type** (Customer, Supplier or Customer + Supplier), legal form, status and payment terms."],"url":"https://app.exacc.au/{dbId}/contacts","image":"https://exacc.au/help/manage-contacts/step-1.png"},{"step":2,"title":"Approve new contacts from your public form","body":["Contacts who sign up through your public form arrive as **Pending Activation**. Exacc does not email you about them, so check this filter now and then.","Open the row's menu and click **Activate**. If Exacc finds a contact with the same ABN, TFN or name it shows **Activation Error** with the matches: click **Back** and merge them instead (see **Merge duplicate contacts**), or **Activate anyway**."]},{"step":3,"title":"Deactivate a contact you no longer deal with","body":["**Deactivate** in the row's menu sets it to **Not Active**: it stays in your history and reports but is no longer offered on new invoices and bills. **Activate** brings it back."]},{"step":4,"title":"Open their dashboard","body":["**Dashboard** shows their details and balances (**Debtor outstanding**, **Creditor outstanding**, **Oldest invoice owed**, **Oldest bill owed**) and their files, with buttons for **New Invoice**, **Customer History** or **Supplier History**, **Notes**, **Edit** and **Add File**."]}],"sections":[{"heading":"Emailing a contact","body":["**E-mail Contact** opens a new message to them in your own email program. Exacc does not send or keep that email. Invoices, statements and remittances that Exacc sends itself are in their history."]},{"heading":"Copying a contact to another business file","body":["**Copy to another Business File** copies the contact into another file you have access to, so you do not type it twice."]},{"heading":"On the mobile app","body":["The **Contacts** tab searches the same way and filters by status. Tap a contact for **Go to dashboard**, **Add note**, **Edit Contact**, **Call Mobile**, **Call Office**, **Send SMS** and **Email Contact**. Activate and deactivate on the web."]}],"related":["https://exacc.au/help/add-contact/","https://exacc.au/help/merge-duplicate-contacts/","https://exacc.au/help/set-up-contact-public-form/","https://exacc.au/help/import-contacts/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}