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Contacts

Bally
  • Updated

The Contacts Manager is a small database that helps you integrate and organize contact information such as customers, vendors and staff.

 

You can then display this information in your worksheet cover page and reports by selecting the appropriate contact through the Worksheet Properties General tab.

 

To enter contacts, from the Tools menu, select Contacts.

 

To:

Do this:
Search the contact list  Type the name of the contact in the search box to see the results filtered in the list below. 

Add a new contact

  1. Click the Add New button.

  2. Enter the contact information on the right side of the screen.

  3. Click OK to save your changes.

Modify a contact

  1. Highlight the contact on the left side of the screen.

  2. Modify the contact information on the right side of the screen.

  3. Click OK to save your changes.

Delete a contact

  1. Highlight the contact on the left side of the screen.

  2. Click Remove.

  3. Click OK to save your changes.

Set a contact as the Prepared by contact in Worksheet Properties.

  1. Highlight the contact on the left side of the screen.

  2. Click Set Default.

  3. Click OK to save your changes.

Import contacts from a comma-separated (.csv) file or an XML file

  1. Click Import File.

  2. In the Open dialog, select the file to import then click Open.

Export contacts to a comma-separated (.csv) file

  1. Click Export File.

  2. In the Save dialog, type in the name of the file then click Save.

 

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Edit contact information for the current worksheet only

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