Add and manage contacts ​

To add or change contacts you need the Contacts permission (account owners always have it), and contacts must be included in your plan (Startup and higher). Everyone with web access can view contacts.

Create a contact ​

  1. Open Contacts in the main menu and click Add contact.
  2. Choose the type at the top: Company or Person. This choice is permanent — a company can't later become a person or vice versa.
  3. Fill in the fields, organized in three tabs:
    • Address: Name (company name, or first + last name for a person), role/title and department (people), company (people — pick the company the person belongs to), street address, city, postal code, state/region, country, and registration/VAT numbers (companies).
    • Contact info: Email, secondary email, phone, mobile, fax, website and LinkedIn/social URL.
    • Remarks: Free-text notes.
  4. Optionally tick the relationship checkboxes at the bottom: Customer, Supplier and/or Other (with your own description).
  5. Click Create contact. You are taken to the new contact's page.

Only the name is required — everything else can be added later.

Edit a contact ​

Editing happens directly on the contact's page — there is no separate edit window. Each card in the sidebar has a small pencil button (visible when you have the Contacts permission):

  • Contact info: Name, role/title, department and company (for people), plus email, phone, mobile, fax, website and LinkedIn.
  • Details: The relationship checkboxes (Customer / Supplier / Other). The Company/Person type is shown here but locked.
  • Address: Address fields, and registration/VAT numbers for companies.
  • Notes (on the Overview tab): Free-text notes.
  • Tags: Type in the Tags card to add a tag (pick an existing one or create a new one); click the × on a tag to remove it.

Click Save in a card to apply that card's changes, or Cancel to discard them.

A contact page, with inline-editable cards in the sidebar.

Contact photo ​

Click the photo (or initials circle) in the page header to open a small menu with Upload photo (or Replace photo) and Remove photo.

People in a company ​

A company's page has a People card in the sidebar listing the persons that belong to it, with quick email/call buttons on each row. From here you can:

  • Add person: Creates a new person directly under the company.
  • Link existing person: Attaches a person that already exists in your contacts.

A person shows their company under their name; clicking it opens the company. You can also set or change a person's company from their own page (Contact info card → Company).

Merge duplicates ​

If the same company or person exists twice:

  1. Open the contact you want to keep.
  2. Click the ⋮ menu in the header and choose Merge duplicate….
  3. Pick the duplicate (only contacts of the same type are offered).
  4. Confirm. All of the duplicate's people and links move to the contact you kept, and the duplicate is deleted. This cannot be undone.

Delete contacts ​

  • On a contact's page: ⋮ menu → Delete contact. Deleting a company also deletes all its people.
  • From the list: tick one or more contacts and click Delete in the selection bar that appears.

Deleting cannot be undone.

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