Contacts Module
Managing Contacts
How to keep one shared list of customers, vendors, leads, and everyone else you do business with — the record other modules point to instead of storing a name twice.
Start here
1Add a contact
In Contacts, click + Add Contact. It’s a single form.
| Field | Notes |
|---|---|
| Contact Type | Customer, Vendor, Lead, Employee, or Other. See Type reference. |
| First Name, Last Name, Company Name | Fill in whichever apply — a person, a company, or both. |
| Display Name | Required, but auto-fills for you: first + last name if you left it blank, or the company name if there’s no personal name either. This is what shows up everywhere else in the app. |
| Job Title, Email, Phone, Alt Phone, Website | Optional. Email and Website are validated if you fill them in. |
| Tax Number | Optional. |
| Address (Line 1/2, City, State, Postal Code, Country) | Optional. Country defaults to United States. |
| Status | Active, Inactive, Lead, or Blocked. |
| Tags | Free-text labels — type your own, any number of them. |
| Notes | Optional, free text. |
| Photo | Optional image upload. |
Click Save Contact.
Contact Type includes “Employee,” but it’s just a category label for someone you consider staff in your contact list — it has no connection to the actual employee roster, compensation, or logins managed in the HR module. Use HR to actually manage your team.
2Find, edit & organize contacts
The contact list is filterable by Contact Type and Status, and searchable by name, company, email, or phone — sorted with the most recently updated contact first. Click any contact to open and edit every field above, or click Delete to remove it.
Removing a contact doesn’t check whether it’s referenced by an invoice, bill, or anything else elsewhere in the app — the record itself is just gone. Make sure it’s really not needed before deleting.
Common tasks
Setting up a vendor for Purchases
Add the contact as usual with Contact Type set to Vendor. Fill in Tax Number and address if you’ll need them on purchase documents, and Email if you plan to send anything to them directly from the app.
Converting a lead into a customer
Open the contact and change Contact Type from Lead to Customer, and save. Type and Status are two independent fields, so also update Status from Lead to Active if it was set that way — changing the type alone doesn’t change the status for you.
Using tags to segment your list
Type any tag you want on a contact — there’s no fixed list to pick from. Every tag you use becomes filterable in the contact list, and is also mirrored into the Categories module so it shows up there alongside Income, Expense, and Purchases categories. Contacts’ own tag field stays the source of truth; that mirror is read-only from the Categories side.
Reference
Contact types & statuses
Type
| Type | Meaning |
|---|---|
| Customer | Someone who buys from you. |
| Vendor | Someone you buy from. |
| Lead | Not yet a customer. |
| Employee | A label only — not linked to the HR roster. |
| Other | Anything else. |
Status
| Status | Meaning |
|---|---|
| Active | Currently doing business with. |
| Inactive | No longer active, kept for the record. |
| Lead | Not converted yet. |
| Blocked | Flagged not to do business with. |
Type and Status are set by hand and don’t drive any automatic behavior elsewhere in this module — they’re organizational fields other modules and your own filtering rely on you keeping accurate.
What this module doesn’t do
Saving a new contact with the same name, company, or email as an existing one just creates a second, separate record — nothing warns you or offers to merge them.
As noted above, a contact can be deleted even if it’s tied to records elsewhere in the app.
It’s a contact category, not connected to HR’s actual roster, compensation, or logins.