For Business.

Search
Start typing a topic to find help from our knowledgebase...

Introduction
Last updated on 07 March, 2019

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.






Adding or Editing a Prospect Contact
Last updated on 07 March, 2019

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;





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


Adding or Editing a Client Contact
Last updated on 12 April, 2019

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.





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


More Articles Like This
Scheduling a Statement

Prospects And Clients > Statements
You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either; Go to the client view > schedule auto statement. Use the main menu clients > automation > vie...

Adding a Client

Prospects And Clients > Clients
There are two methods available for creating a client;Convert a prospect into a client by generating an invoice for the prospect.Manually add a client and bypass the prospect system.You can manually c...

Client Additional Details

Prospects And Clients > Updating Clients
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;Vendor or s...