Getting Started 4

• What is Directory?
• How do I review a customer’s payment history?
• Where can I find a summary of payments to a vendor or subscription service?
• How do I add a vendor/customer to Directory?

Editing/deleting a Customer/Vendor in your Directory 4

• How do I edit a Customer/Vendor’s Name or Details in my Directory?
• How do I delete a Customer/Vendor from my Directory?
• Why is the 'Delete' option for a Customer/Vendor greyed out in my Directory?
• How do I edit a Customer/Vendor's email address in my Directory?

Merging a Customer/Vendor 2

• How do I merge one Customer/Vendor with another Customer/Vendor in my Directory?
• Why is the option to 'Merge with another Customer/Vendor' greyed out in my Directory?