InfiniSuite ERP
  • Using the Product
  • Overview
    • Getting Started
    • Enter Account Beginning Balances
    • Enter Bank Statement Opening Balances
    • Enter Vendor Beginning Balances
    • Enter Customer Beginning Balances
    • Enter Inventory Beginning Balances
    • Enter Opportunities
    • Enter Open Quotes
    • Enter Subscription Beginning Balances
    • Enter Open Sales Orders
  • Transactions
    • Overview
    • Bills
    • Cash Sales
    • Checks
    • Customer Payments
    • Deposits
    • Generate Recurring Customer Invoices
    • Generate Subscription Invoices
    • Invoices
    • Item Adjustments
    • Item Receipts
    • Journal Entry
    • Opportunity
    • Pay Bills
    • Print Checks
    • Print/Send
    • Quote
    • Reconciliations
    • Recurring Invoices
    • Sales Orders
    • Subscriptions
  • Lists
    • Chart of Accounts
    • Classes
    • Currencies
    • Items
    • Notes
    • Tasks
    • Terms
    • Units
    • Pick Lists
  • Relationships
    • All Relationships
    • Contacts & Leads
    • Customers
    • Employees
    • Other Names
    • Manufacturers
    • Competitors
    • Partners
    • Prospects
    • Salespeople
    • Vendors
    • Addresses
  • Reports & Dashboards
    • Reports
    • 1099 Detail
    • AP Aging Detail
    • AR Aging Detail
    • AP Expenses
    • Bank Register
    • Balance Sheet
    • Check Payment Detail
    • Check Register Report
    • Customer Balances
    • Customer Balance Detail
    • Customer Payment Detail
    • Deposit Summary Report
    • Financial Transactions
    • Financial Transactions Detail
    • General Ledger Report
    • Income Statement
    • Inventory Balance Detail
    • Invoice Register Report
    • Item Price List
    • Item Receipt Detail Report
    • On Hold Transactions
    • Opportunity Detail Report
    • Reconciliation Statement
    • Quote Detail
    • Sales By Customer
    • Sales By Customer Summary
    • Sales Order Detail Report
    • Sales Tax Detail
    • Subscription Detail Report
    • Trial Balance
    • Vendor Balance Detail
    • Vendor Balances
    • Dashboards
    • Financial Dashboard
  • Setup
    • Company Setup
    • Sales Taxes
    • Sales Tax Groups
    • 1099 Setup
    • 1099 Form Setup
    • User Setup
    • User Role Setup
    • My Settings
    • System Info
    • Error Log
    • Script Log
    • Activity Log
  • Currency
    • Overview
    • Currency
    • Currency Rate
    • Currency Rate Type
    • Lists and Relationships
    • Transactions
    • Realized Gains/Losses
Powered by GitBook
On this page
  1. Relationships

Contacts & Leads

Use Contacts and Leads to setup information about individuals or organizations that are related to your current business relationships or express an interest in your goods or services in the future.

Use Contacts and Leads to view a list of all of your business contacts. Use the filter bar to locate a specific contact and click Edit to make modifications or export a list of contacts for your review.

Click on New to enter a new contact. You can setup the following categories of information for each contact:

  1. Main - Assign an ID, name, type and general contact information including email and mobile phone.

  2. Addresses - Enter the primary address and any other addresses for the contact.

  3. Tasks - Enter any tasks related to this contact.

  4. Notes - Enter any internal notes or instructions related to this contact.

PreviousAll RelationshipsNextCustomers

Last updated 6 years ago