How to Set a Ledger Group for a Contact?

You can associate a ledger group to a contact in InTimeCRM by enabling Tally integration.

Important: Before associating a new contact to a ledger group, make sure Tally integration is enabled.

For more information on Tally integration refer to Tally Integration

To set a ledger group for a new contact:

  1. In the left Navigational Column, click the Contacts tab.

  2. Click the New Contact button.

    Contact Ledger Group

  3. Select a ledger group from the Ledger Group drop-down.

    Contact Ledger Group

  4. Fill all the required information for the contact.

  5. Click the Save button.

    The contact is now associated with the ledger group.

Tally Integration

Importing Contacts

Viewing Contacts

Modifying Contacts

Deleting Contact