Contacts: Customers, Vendors & Others
How to Add Payment Details to a Contact
Adding payment methods to a contact allows you to automatically charge a contact’s payment details when an ...
How to Enable EFT Transfers to Non Zipi Pay Users
This option allows Zipi Pay users to pay other companies into their business bank accounts, even if they do...
About the Contacts Section
Contents Editing (General) Details Editing Location Details Editing Payment Methods Editing Contact Appr...
Contacts Import Process.
In this article, we will learn how to upload contact lists using the import option. We will learn th...
How to Add or Create a Contact
Note: Contacts Created in the Brokerage account will be shared with the entire company. For agents, if you...