About Contacts

Just like the Companies module, the Contacts module is at the heart of everything CRM does – contacts can be your prospects, leads customers or suppliers. Every quote, order, invoice, payment, project, product etc. that you create in CRM can be linked back to a Contact record.

From the module, you can quickly create a range of Activities, undertake numerous actions and view your contact records in a number of different ways (e.g. Map, Kanban or Duplicates View).

From an open contact record, you can quickly view related records from throughout the system by navigating through the tabs. You can also customise the tabs that show here.

Help Articles

The following articles provide further information about the features and functions of the module:

• Customers and Suppliers
• Relationships between Companies and Contacts
• Creating new Contacts inline
• Contact Roles
• Add a Note to a Contact
• Add a Task for a Contact
• Managing Duplicate Records
• Using the Merge Duplicates View to bulk merge Contact records
• Mandatory purchase order numbers for customers
• Changing record visibility
• Credit Control for customers
• Sending Statements to customers
• Customising Contact drop-down fields
• Converting Companies & Contacts

Videos

You can also see our videos on the following topics:

• Adding leads and customers
• Working with customer records
• Create a Contact