How to use the Contact List

The Contact List allows you to track the leads, customers, and vendors you buy from and sell to. It works together with the Ledger to make it easy to link financial transactions with specific individuals or companies you interact with.

This page shows a list of all your Contacts, allowing you to add new ones, search for Contacts, and make changes to Contacts. 

Web Version

• Select “Finances” from the menu on the left and choose “Contacts” from the menu at the top. 
• Here you can view and edit your Contacts, as well as add new ones. 
• “Add new” can be found at the top left. 

• You can then all of the information about your Contact and select whether they are a lead, vendor, or customer. 

• To edit, archive, or delete a Contact, select the green ellipses to the right of the individual Contact. 

Mobile Version

• Select the ellipses in the bottom right. You will then find your Contacts underneath the Finances title. 

• To add a new Contact, tap the green “+” icon in the bottom right.

• Here you can add all of the information about your Contact and select whether they are a lead, vendor, or customer. 
• To edit or delete a Contact, swipe right on the Contact.

• When selling or transferring a rabbit, you can specify a Contact and it will automatically link the rabbit to that Contact, and create a Ledger entry as well, if the amount is over 0. 

Updated on: 11/09/2025