Manage Your Contacts

Manage Your Contacts

The Contacts module is your simple CRM — store client details and see their full history.

Adding a Contact

1. Go to Contacts from the sidebar
2. Click New Contact
3. Fill in the details:

• First name and Last name
• Email and Phone
• Company name (optional)
• Address — street, city, state, postcode, country
• Tags — add custom tags to categorise contacts (e.g., "VIP", "Supplier", "Lead")
• Notes — any private notes about this contact
• Source — how you found this contact (e.g., "Referral", "Website", "Google")

1. Click Save

Contact Detail Page

Click any contact to see:

• Full contact information
• Total invoiced — lifetime value of this client
• Invoice history — all invoices sent to this contact
• Payment history — payments received

Editing and Deleting

• Click Edit to update any contact details
• Click Delete to soft-delete (data is preserved but hidden from lists)

**Tip:** Contacts are shared across all modules — when you create an invoice or booking, you can search for existing contacts.