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Find step-by-step guides, troubleshooting tips, and feature explainers
What can we help you with today?
Find step-by-step guides, troubleshooting tips, and feature explainers
Contact Management
Last updated on 23 Oct, 2025
Batch Create/Update Contacts
Export all my Account Contacts
Send a Mass Email to my Account Contacts
Notify Contacts During Order Confirmation
At the time of order confirmation, you can choose to notify contacts attached to a Supplier, an Account, or Warehouse.
Account Contact Opt-In Options
What do the contact checkboxes associated with an account do?
Archive Account Contacts
This feature allows you to archive contacts hiding them from being displayed on the account detail page
