You can create entries in your Contact Log manually, or you can set up AccountEdge so entries are made automatically when you perform specific tasks in the application.
Before you use either method, a card should exist for the person or company for whom you want to make a business contact. If a card doesn't exist, you can quickly add one to your records while you're in the process of making the business contact.
To create business contacts for common events like meetings or telephone calls, you'll need to manually enter the contacts. To do this, use the Contact Log Entry window.
To create a business contact for each sale, purchase, check or deposit you record, you can set up AccountEdge to create an entry in the Contact Log automatically. You can do this using the Sales view, Purchases view, or Banking view of the Preferences window.
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