Client and contact records can be added, edited and maintained at any time using the Client and Contact page.
To view detailed information about a client or contact, open the Client and Contact page and choose the relevant tab for the information you want to view.
From the Client and Contact pages, you can perform the following functions. Click on the links to learn more about each function.
Create a new client or contact
Creating a new client/contact using the wizard (Accountants Office (AO))
View client and contact details
Edit client data
Edit contact data
Close or delete a client or contact
Deleting a client (Not available for AO New Zealand)
Deleting a contact (Not available for AO New Zealand)
Clients and contacts
Client, Contact and Supplier page
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