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Contacts

Contacts is the common storage for details of either Company or Person including addresses, phones, emails, URLs and extra information.

This information is then used in Contact accounts which are then selected in Customers or Suppliers.

Details can be created/edited in Contacts or added directly in any of the various documents where the details are required e.g. Contact accounts, Customers, Suppliers.

Note

To view the legacy version, please select Legacy User Guide.

How to view Contacts

Viewing Contacts

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Contacts from the Contact folder or enter Contacts in the Search option.

This will then show the Contacts on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to enter Contact details

Enter Contact details

Select Contacts from one of the options as shown above in Viewing Contacts.
Select New to set up a new Contact.

Enter appropriate details then select Create.
Select and open a Contact to update details.
This shows the Contact accounts that this Contact is linked to.
Enter the type of address from the options found in Address Types - you can have many addresses but only one address per address type.

Then add the address details - road, town, county, postcode etc.
- Additional Addresses can be added using the button.
  
  Warning
  
  If you try and add another address of the same type, you will get a message warning that this is not possible.
  
  And you will be prevented from Saving the changes.
  
  Note
  
  Once the Contact has been Saved, clicking on the address will take you to Google maps to pinpoint the location.
A Contact can have many Phone numbers but only one phone number per Address Types.
- Additional Phone numbers can be added using the button.
- Once the Contact is Saved, if you have a VOIP solution, ring the phone number by clicking on it.
A Contact can have many Email addresses but only one email address per Address Types.
- Additional Email addresses can be added using the button.
- Once the Contact has been Saved, send an Email by clicking on it.
A Contact can have many URLs but only one email address per URL type.
- Once the Contact has been Saved, load the URL by clicking on it.
- Additional URLs can be added using the button.
Enter the type of Extra from the options found in Extra Types.
- Extras are used to store other reference information.
- Additional Extras can be added using the button.

Updated August 2026