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Introduction

A contact can be attached to a prospect, client or supplier and allows you to;

  • View important contact information.
  • Generate quotes, invoices, statements, purchase orders and other reports attached to the contact.
  • Email the contact directly from Knack.

Clients and suppliers can have any number of contacts. Prospects can only have one.


Level 3
Forever Free


Last updated on 23 July, 2017



Adding or Editing a Prospect Contact

A prospect may have only one contact. You can add a prospect contact by;

  • Creating a new prospect. When you enter the information for the prospect, the contact information will be required.

You can edit a prospect contact by;


Level 3
Forever Free


Last updated on 23 July, 2017


Adding or Editing a Prospect Contact :: Knack Knowledgebase :: Business Management Software


Adding or Editing a Client Contact

A client may have any number of contacts. You can add a client contact by;

You can edit a client contact by;

  • Finding the client and entering the Client View.
  • Scroll down to the contact information.
  • Click on the contact to view more information.
  • Click "edit contact".

Quotes, invoices and statements cannot be generated unless the client has at least one contact.


Level 3
Forever Free


Last updated on 23 July, 2017


Adding or Editing a Client Contact :: Knack Knowledgebase :: Business Management Software


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