Contacts Page

Contacts Page

1. Introduction

2. Add New Accounts

2a. Assign Payment Settings

3. Add New Contacts

4. Search for Accounts of Customers and Vendors, and Contacts

Welcome to the Contacts Help Page! Here, you can learn how to add New Accounts and Contacts and update payment settings for specific customers and vendors. Let's go! 

1. Introduction

First, navigate to the Contacts page from the top navigation. This is your library of accounts and contacts.

2. Add New Accounts

To create a new account, access the button in the right-hand portion of the top bar.

Note. Selecting Vendor as the account type will restrict the account and its associated contacts from being assigned to a quote. Please make sure the account type is Customer in order to assign a contact to a quote.

Note. Each account can have multiple contacts. A contact can only be associated with one Account.

Account Details - Add your new customer's or vendor's Account Name, Phone, Website, Email, First Name, Last Name, Phone, and Website. Add a salesperson, ERP code, Credit line, Tax Rates, Payment

2a. Configure the accounts' payment settings

You can manage Payment Terms, set an Order Credit Line, and manage the Tax Rate all here. Purchase orders are default enabled for all contacts. If you have credit cards enabled for your account with Stripe set up, you will have the option to turn off POs as a payment option. Unchecking this box will enforce credit cards as the payment option. If the box is greyed, and you would like to enable credit cards, please reach out to Support for assistance. 

Manage Account Information - Open an account and click 'Edit' to update information, add contacts, facilities, and a billing address.

Note Your customer's or vendor's Billing and Shipping information will automatically be updated when they check out with the Digital Quote. In the meantime, come here to update their information. The Shipping information is very important as this will be where your manufactured parts are shipped to upon checkout with the Digital Quote. 

3. Add New Contact

To create a new contact, access the button in the right-hand portion of the top bar. Creating a contact is a very similar workflow to creating a new account!

Note. Contacts must have an email that has not been used previously for another contact. If you are still getting an error about an existing email and you cannot find it on the platform, please reach out to

Manage Contact Information - Open a contact and click 'Edit' to update details and/or an account. 

4. Search for Customers and Vendors

On the left-hand of the top bar, you can search for accounts and contacts by name, email, phone, or account name! 


That's all! You now know how to work your way through the Contacts page! 

Don't want to add all of your old accounts and contacts? Send us an Excel sheet with First Name, Last Name, Company Name, and Email Address and we'll handle importing them for you!

For more information on how to handle your customers and win more business, or to continue building your profile, visit our Resources page!

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