Turning a contact into a customer
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Edit a contact
It is possible tocreate a contact, modify anddelete deletea contact. To change the information of an existing contact: Click on the tabContacts(Persons or Organizations)in the left sidebar to access the list of your contacts To find contact, do not ...
Create a contact
1. 1. Access your contacts To access your contacts, click on the second icon on the left sidebar in the shape of silhouettes. It is possible toexportin mass. 2. Create a contact of type Person or Organization type Your contacts are divided into 2 ...
Delete a contact
It is possible toto create, ofchangeor delete a contact. To delete an existing contact: Click on the tabContacts(Persons or Organizations)in the left sidebar to access the list of your contacts To find contact, do not hesitate to use the search ...
Manage a customer's hourly rate and VAT rate
It is possible to set a specific hourly rate and/or a specific VAT rate. Set a specific hourly rate for a contact At thecreation of a contact, or during theedition of his file, it is possible to choose a specific hourly rate: When creating or editing ...
Export, download and print contacts and customers
Jarvis allows you to export (in CSV format), download (in PDF format) or print your contact lists: your contacts of typeOrganizations your contacts of typePeople NB: if you want to export these two types of contacts, you will have to make 2 exports; ...