Contacts

Add a supplier

Suppliers are part of Stock Management, on the Business plan.

1. 1Go to Contacts → Suppliers and click "Add Supplier".
2. 2Enter the "Business Name" (the only required field).
3. 3Add contact details and choose a "Preferred Channel" — Email, WhatsApp, Call (AI agent), Messenger, or Telegram. This is how quotations and purchase orders reach them.
4. 4Optionally add payment terms, tax and registration numbers, and address.
5. 5Click "Save".

Add bank, DuitNow, cheque, or voucher details under "Payment Methods" on the supplier's record.

Add a customer

1. 1Go to Contacts → Customers and click "Add Customer".
2. 2Enter the "Customer Name" (required), and optionally a group, mobile, email, opening balance, and address.
3. 3Click "Save".

"Sync from Schedule & Sales" in the menu pulls in customers from your bookings and sales.

Edit, import, and remove contacts

1. 1Click a row to edit it, then "Save".
2. 2Use "Filter" to narrow the list — suppliers by Business Name, City, or Tax Number; customers by Name or Group.
3. 3Open the menu for "Import from CSV", "Export to CSV", and "Download Template".
4. 4To remove, select rows, click "Delete", and confirm with "Remove".

Handle a customer's data request

1. 1Open the customer.
2. 2Under "Personal data requests", click "Download data" to export what you hold, or "Erase personal data" and confirm with "Erase".

Group your customers

1. 1Go to Contacts → Customer Group and click "Add Group".
2. 2Enter a "Group Name" and optional description, then click "Save".
3. 3Open the group and click "Add customers". Search, select, and add them.
4. 4To take someone out, use "Remove from group". Deleting a group ungroups its customers — it doesn't delete them.

Use groups to target email and SMS campaigns.

See contacts on a map

Contacts → Map plots suppliers and customers by address. Click a marker to see contact details.