Accounts and Contacts

Accounts for Clients and Vendors

Managing Your Business Accounts in One Place. Looking for a way to keep all your business relationships organized? Whether you're dealing with leads, clients, or vendors, you can manage all your acco…

Torrey Rawlings
Updated by Torrey Rawlings

Managing your Contacts

Managing Your Contacts in XactRemodel. Keeping track of clients, vendors, or leads has never been easier. Instead of storing contact details in personal phones or writing them down on paper, XactRemo…

Torrey Rawlings
Updated by Torrey Rawlings

Associating Projects with Accounts

Associating Accounts with Projects. Easily organize your projects by linking them directly to client accounts. You can now associate a client account with a project, create a new account from within…

Torrey Rawlings
Updated by Torrey Rawlings

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