Step by step process on how to deactivate automatic imports for contacts saved in Crezco.
1. Sign into your Crezco account and select the 'Accounts payable' section on the left-hand side of the page
2. Navigate to the top of the Accounts payables page and click on the 'Contacts' tab
3. Use the search bar to locate the contact you wish to disable the automatic import function. Click on the contact and then on the right hand side of the page, in the contact information tile, select the 3 dots stacked on top of each other
4. Click on "Edit contact" option
5. Scroll to the bottom of the contact's page and at the bottom you will see a toggle to Disable automatic imports for this contact. Move the toggle to the left to turn off automatic imports for this specific contact
6. Mission complete!
Please note:
- You will need to do this for each contact individually. At this point in time, we don't have the functionality to make this change in bulk.
- Only the following user roles will be able to make this change -
- Owner
- Administrator
- Accountant