Contacts

Add new contacts
There are three different ways to create new contacts in Elorus:  1. Manually fill in all required fields below the “Add” contact for...
Tue, 6 Sep, 2016 at 6:02 AM
Mass upload of contacts via Excel or CSV files
Besides manually creating contacts, you can also massively upload your database fast and easily in Elorus. Given the fact that you have your s...
Mon, 5 Sep, 2016 at 7:27 AM
Customer branches
In Elorus you cannot open branches inside a customer's contact. You can only designate a shipping address different from the billing address (headquarte...
Fri, 3 Feb, 2017 at 5:13 AM
Client Portal
Client portals help businesses in sharing their customers' sensitive financial data, without exchanging emails. Once you activate the client portal for ...
Wed, 3 May, 2017 at 7:58 AM
Contact's previous balance management
When transferring your company data to Elorus often arises the need to transfer the balances of customers and suppliers from your previous transactions. One...
Tue, 28 Mar, 2017 at 6:54 AM