SOLO's Directory is a powerful contact management system that helps you organize and manage all contacts in your business's financial transactions. Whether it's an individual or an institution, SOLO makes it easy for you to keep track of all your contacts.
The Directory intelligently categorizes your contacts under different tabs, such as Customers, Vendors, Team, Lenders, and Investors, making it easy to manage your financial network in a structured and accessible way.
Clicking on any contact in the Directory displays a side panel with valuable information about their financial details, including essential data such as:
| Field | Description |
|---|---|
| Total outstanding amount | How much money you owe or are owed by the contact. |
| Lifetime cost | Provides insight into the total amount of money exchanged with the contact over time. |
| Percentage of income or expense | Shows the proportion of your income or expenses associated with this contact. |
| Average spend | Calculates the average amount spent in transactions with this contact. |
| Number of transactions | Displays the total number of transactions linked to the contact. |
| List of transactions | All transactions associated with the selected contact, including their date, description, and amount. |
This detailed view offers a comprehensive overview of your financial interactions with that contact.
SOLO gives you the ability to have full control over your contact list. You can easily edit any contact by simply changing its name. This will automatically update all transactions associated with that contact, ensuring that your records are always accurate and consistent.
You may have multiple contacts in your list that are duplicates or should be combined for better organization. With SOLO, you can merge one contact with another, combining all related transactions under the merged contact. This will streamline your contact list and prevent unnecessary repetition in your records.
To do so, select both contacts you wish to merge, and a side panel will open with the merging process, as presented in the image below:
If you no longer require a contact in your Directory, you can delete it. This helpful feature enables you to maintain a clean and relevant contact list that aligns with your business requirements.
By deleting a contact, SOLO will restore the transactions linked to it to their original bank narration or leave them unnamed.
SOLO's Directory comes with a powerful smart search capability. You can use this feature to search for a specific contact by name or by any other relevant criteria. With the smart search, you can save time and easily find contacts, even as your contact list grows.