Managing Contacts and People
Steven Reinartz
Updated on August 6, 2025
The Contacts section is your central address book for everyone you do business with. It's split into two powerful tabs: Organisations and People.
Organisations View
This is your main view of the companies you work with. An "Organisation" can be one of three types:
- Client: A customer you do business with.
- Supplier: A company you purchase goods or services from (e.g., a garment wholesaler or a print shop).
- Lead: A potential customer that you are currently pursuing.
From this view, you can add new companies, import them from a CSV file, and edit their primary details. When you click on an organisation, you open its detail view where you can manage all of its associated contacts.
People View
The "People" tab provides a unified list of every single individual contact from all of your organisations. This view is incredibly useful when you remember a person's name but can't recall which company they work for.
From this list, you can:
- Quickly search for any individual by name or company.
- See at a glance which organisation they belong to and what type it is.
- Click on a person to edit their details, like their email address or phone number.
- Click on the organisation's name to jump directly to that organisation's record.
💡 Pro Tip
When you add a new contact to a Client, Supplier, or Lead, that person will automatically appear in the unified People list. The system keeps everything in sync for you.