Contacts

What is contact on Open?
Contact can either be a customer or a vendor. A vendor is a person or a business to whom your business sends payments for the purchase of raw materials. A c...
Tue, 17 Aug, 2021 at 3:03 PM
How do I create a single vendor?
There are three ways to create a vendor. They are: a) 1. Go to the ‘Contact Book’ symbol on the right side of the top panel. 2. Click on contacts and ...
Wed, 25 Aug, 2021 at 12:03 PM
How do I create a single customer?
There are three ways to create customers. They are: a) 1. Go to the ‘Contact Book’ symbol on the right side of the top panel. 2. Click on contacts &am...
Wed, 25 Aug, 2021 at 12:08 PM
How do I create contacts in bulk?
1. Go to the ‘Contact Book’ symbol on the right-side of the top panel. 2. Now select contacts and then click on the ‘+' icon on the right. 3. You wil...
Wed, 25 Aug, 2021 at 12:11 PM
How do I edit contact details?
You can go to the ‘Contact Book’ symbol on the right-hand side of the top panel. Select a contact, then click on the three dots, and then click on 'Edi...
Wed, 25 Aug, 2021 at 12:12 PM
Can we delete an existing contact?
An existing contact cannot be deleted currently.
Tue, 17 Aug, 2021 at 3:33 PM
Can you download the contact list? If yes, how?
Yes, you can download the contact list. To do so, go to the ‘Contact book' symbol on the right side of the top panel. Once you click on the contact boo...
Wed, 25 Aug, 2021 at 12:12 PM
Can I add the same bank account against multiple Contacts?
Yes, if your business requires adding the same bank account against multiple contacts, you can do so. The UPI id of the contact can also be added.
Wed, 18 Aug, 2021 at 2:55 PM
Can you add more details while creating customer/vendor?
Yes, you can add tax and payment details like PAN, TDS%, Credit Limit, etc. about the customer/vendor while adding the contact details.
Wed, 18 Aug, 2021 at 2:56 PM