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Introduction to Contact Settings

Settings concerned with Customers, Suppliers and Contact Persons can be found in the Sales Ledger and, if it is present, in the CRM module.

To edit a setting when you are using Windows or Mac OS X, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (Mac OS X) keyboard shortcut. Then click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts. A 'Settings' list will appear: double-click the item that you need in the list.

To edit a setting when you are using iOS or Android, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). A 'Settings' list will appear: tap the item that you need in the list.

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Settings related to Contacts:

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