Books - Building Contacts and Relationships
Deskera Books
Manage Your Contacts Better
Maintain customers and vendors in one centralized location and view outstanding
receivables and payables at a glance.

FAQs
Who are my contacts?
Your contacts are companies or individuals that have business contacts with you. A contact can be a vendor or a customer or in some cases both vendor and customer.
How to change contact type from customer to vendor?
The contact type depends on the transactions that you have with the contact. The contact type will reflect as 'Customer' if you only have Buy transactions with them and will update to 'Customer, Vendor' if you have both Buy and Sell transactions with them.
Can I edit a contact after creation?
Definitely, you can always make changes to your contacts after you have created them. For example, you can update their billing and shipping address or change their payment term.
Can I add multiple shipping addresses for the same contact?
Yes, you can add multiple shipping and billing addresses for the same contact, and you can configure which one is the default address.
How can I deactivate a contact?
You can deactivate and activate a contact by switching the status of the contact from Active to Inactive and vice versa.
Can I have two contacts with the same name?
Yes, you can create contacts with the same name. The system will notify you whenever a contact name already exists, but you can proceed to create a new contact with the same name.
Can I export the list of contacts out?
Yes, you can export the list of contacts out in pdf, excel, or CSV format.