Contacts

tools > contacts contacts are an essential tool for keeping track of all your clients and suppliers in one place by storing and reusing the same contacts across the platform, you not only save time but also ensure consistency in your records over time, this makes it easy to gain valuable insights with our reporting module—such as how often you’ve worked with a supplier or client, and the total spend associated with them this central hub for contact information helps you stay organized, and make more informed business decisions companies and contacts each company record stores a set of key information you can add, such as the type of services they provide, their name, address, credit limit, and any other notes that may be useful for future reference you can also link one or multiple contact people to each company, making it easy to keep all related details in one place for quick access when needed c reate a company navigate to tools > contacts > company tab click create company enter the relevant information all fields are optional, so you can fill in only what’s applicable to your needs click save create a contact select the company you want to add the contact for click add contact enter the relevant information all fields are optional, so you can fill in only what’s applicable to your needs click save