Manage contacts and contact groups

Create a contact

Add first name, last name, optional company information, contact type, email, phone, billing and shipping addresses, tax number, currency, payment terms and notes.

Filter and maintain contacts

Search the contact list or filter it by currency. Use row actions to edit, archive or delete with confirmation, and use the archive page to restore records.

Create a contact group

Open Contact Groups, name the group and select its members. A contact can be maintained individually while also participating in group document workflows.

Create for a group

Select a group when creating invoices, quotes or payments in bulk. Review generated records individually before issuing or allocating them.