Connection Card Pro Help & Documentation

Last Updated: Aug 4, 2023 10:16 AM

Vendor Contact List

Connection Card Pro helps you keep organized with your vendors, clients and other companies you deal with by keeping them in a separate list. Your vendors financial page in their profile will also automatically record any financial transactions with them that have been recorded when adding an expense or deposit associated with them to your registers, saving you time and work!

When you view a Vendor/Company page, it will look like a person’s profile page, but with just their contact information, names, and a financial page, where transactions are recorded automatically!

Adding New Vendors/Clients/Donors

From the menu:
People > Vendors

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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