Update Contact

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Update Contact

• Click on Contacts on the left menu
• Locate the contact you wanted to update by clicking on View beside it

  

• Update the contact details
  1. For business
     1. Name *: The business name
     2. Registration No.

• Phone No.: The general phone line of the business

1. Email Address: The general mailbox for the business
2. Website URL
3. Send E-Transaction: Turn on to send e-transaction via email, when a valid email address is provided

• GST Registration No
  Note: Only available when Malaysian GST is activated.

1. For person
   1. First Name *
   2. Last Name

• Display Name *
  Note: Automatically populated from names but you are free to override.

1. Email Address
   Note: Provide a valid email address so that you can forward transactions over via email.
2. Mobile No.
3. Send E-Transaction: Turn on to send e-transaction via email, when a valid email address is provided

• Update the contact persons. (Optional, Business Only)
  Note: This allows you to address to a specific person in the business on the invoice, e-transaction will also be sent to this person when a contact person is selected on the transaction.
• Update the addresses for the contact (Optional)
• Update other details
  1. Toggle Customer and / or Supplier
  2. Default Currency
  3. Default Payment Term
  4. Default Payment Method
  5. Note: An internal note on the contact
• Click on Save