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.
Contacts can be found underneath Finances in the menu on the left side.
Here you can view and edit your Contacts, as well as add new ones.
“Add New” can be found at the top left.
Here you can add 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.
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.
If you have any questions about the Contact List, please reach out to our Support team at support@everbreed.com
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
Contacts can be found underneath Finances in the menu on the left side.
Here you can view and edit your Contacts, as well as add new ones.
“Add New” can be found at the top left.
Here you can add 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.
If you have any questions about the Contact List, please reach out to our Support team at support@everbreed.com
Updated on: 16/02/2022
Thank you!