What You Can Store
Individuals
Store records for employees, individual customers, and personal vendors — anyone your business works with on a person-to-person basis.
Companies
Maintain records for business clients, corporate suppliers, and partner organizations, complete with company-level details.
Contact Details
Capture email addresses, phone numbers, physical addresses, websites, and tax/VAT numbers all in one place.
Sub-contacts
Attach individual employees or departments directly under a company record, keeping your address book structured and easy to navigate.
Connected Modules
The Contacts module does not work in isolation — it feeds directly into the core modules your team uses every day:- Sales: Every customer you invoice or quote is pulled from Contacts, ensuring accurate billing details and a consistent customer history.
- Purchase: Vendor records stored in Contacts are used when creating purchase orders, so payment terms and supplier addresses are always up to date.
- Point of Sale (POS): At checkout, cashiers can look up and assign customers from Contacts, enabling loyalty tracking and accurate receipts.
- Employee: HR records link to Contacts so that employee addresses and details stay consistent between your people management and operational workflows.
- Accounting: Billing and payment information — including VAT numbers and addresses — flows directly from Contacts into invoices, making tax reporting straightforward.
All contacts created in one module are automatically shared across every other module. Changes sync in real time — update a phone number in Contacts and it is instantly reflected in Sales, Accounting, and everywhere else.
Next Steps
Create a Contact
Step-by-step guide to creating your first contact.