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.

View All Your Contacts in One Place

Businesses have a lot of new contacts every day, and managing contacts can be overwhelming and time-consuming.
Deskera Books allows you to record and update your contacts in real-time on a single platform. You can now spend less time managing your contacts and spend more time driving your business with them.

Add Contacts on the Go Using Deskera Mobile App

It can be frustrating if you have to use your laptop each time you record a new contact, especially when you are out meeting with clients.
Deskera Mobile App will help you to solve just that by allowing you to add contacts on the go and manage them seamlessly. You can create and select contacts in transactions in real-time across all devices: PC, laptop, tablet, and mobile phones.

Filter Your Contacts by Custom Fields

Having a lot of contacts without proper management can do more harm than good to your business.
Create and define various custom fields to capture additional information about your contacts. Map each contact with these custom fields allows you to classify your contacts effectively and build a stronger rapport with them.

Conveniently Create New Contacts While Adding Transactions

It can be tedious to keep going back to the contact module to add new contacts before you can generate transactions for them.
Bid goodbye to that process as you can now create a new contact in just a few clicks right on the transaction screen. How convenient it would be!

View Purchase and Sales by Contact Reports in Real-time

Being able to generate sales and purchase data by contact in real-time is crucial in making better business decisions.
Deskera Books allow you to compare the sales and purchase data between different contacts in real-time and enable you to make business plans for each contact effectively. You can also filter the reports for a selected date range and export them in excel or pdf.

Know Your Contacts' Outstanding Balance at a Glance

Knowing contacts' outstanding balance is paramount in improving the company's profitability.
The contact screen gives you a real-time update of how much each contact owe you and vice versa.
Contacts can be both your customers and vendors, so having their data in one place allows you to take full control of your payables and receivables.

Import Multiple Contacts at One Go

If you have multiple contacts that you want to add to the system, you can import them through .csv or .xlsx files. Import saves significant time compared to creating data manually and is especially useful for new users.
You can make use of the provided sample file to prepare the data and import it into the system.

Automated Contact Creation Via Zapier

Having an e-commerce platform for selling goods, and you would like to automate the contact creation process with Deskera Books? You can do so easily with Zapier without any coding required.
Zapier enables Deskera Books' users to connect with 2,000+ other web services for various automation processes such as contact creation, product creation, invoice creation, bill creation, and more.

Manage Your Contacts Better

✓ Maintain customers and vendors in one centralized location
✓ View outstanding receivables and payables at a glance
✓ Update contacts on the go
✓ Capture additional information about contacts with custom fields
✓ Add new contacts while creating transactions
✓ View Purchase and Sales by Contact reports in real-time
✓ Import multiple contacts at one go
✓ Integrate with popular applications to automate contact creation

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

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.