D-Tools

What is the difference between accounts and contacts on D-Tools Cloud?

Accounts vs Contacts

Get your customer data into Cloud faster, focus on winning quotes

Account & Contact CSV import

Ashok P

Kimberly Craven

Everything you need to know to add and manage your customer accounts and contacts on D-Tools Cloud

Accounts

Adding accounts to Cloud

How to add one or more subaccounts to an account on Cloud

Adding a subaccount to an account

How to add the billing and work site addresses to an account

Adding site addresses to an account

How to set a contact as the primary contact for the account

Setting the primary contact for an account

How to manage the business and payments of an account

Managing an account

How to mark an account as tax-exempt on Cloud

Marking an account as tax-exempt

How to mark accounts you are currently not doing business with as Inactive

Marking an account as Inactive

How to filter the list of accounts and subaccounts to see only a specific set of them

Filtering the list of accounts

How to export the details of accounts from Cloud

Exporting accounts from Cloud

Deleting an account from Cloud

Everything you need to know to manage Accounts on Cloud

Manage Accounts

Adding contacts to Cloud

How to export the details of contacts from Cloud

Exporting contacts from Cloud

Deleting a contact from Cloud

Assigning a contact to an account

Everything you need to know to manage Contacts on Cloud

Manage Contacts

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