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Xero For Dummies, 3rd Edition by Rod Drury, Heather Smith

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Chapter 5

Managing Your Contacts

IN THIS CHAPTER

check Creating customer contacts and adding suppliers

check Linking your email account to your contacts

check Fine-tuning your contacts and systems

check Entering employee contacts

check Generating Smart Lists from customer contacts

What would your business be without contacts — the customers to buy from your business, suppliers to sell to your business, and employees to work within your business? Details of contacts can be set up in Xero and linked to all transactions. Capturing comprehensive information about contacts enhances your understanding of them and can improve relationships. For example, knowing which suppliers tend to discount their products towards the end of the financial year, or offer discounts or free products if you buy in bulk, improves your bottom line. End result? Boosting your business!

In this chapter, I cover adding and managing all possible contacts for your business — customers, suppliers and employees. I also show you how you can use Xero’s ...

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