Help/Contacts and CRM/Your contact list

Your contact list

Everyone your business deals with, in one list. Customers you bill, suppliers you pay and members of your association all sit here, and most of them arrive without you typing anything.

Screenshots use a fictional business and figures. Select an image to view it full size.

The list

  1. In the sidebar, go to Contacts. The page is called All Clients. The cards at the top count your contacts, how many are active, what you have billed them and how many follow-ups are due.

    All Clients with 14 contacts, 12 active, S$18,420 billed and two follow-ups due. Customer and supplier rows appear together.
    The contact list, with customers and suppliers side by side.

  2. A small Supplier or Member chip under a name tells you what they are to you. Customers carry no chip, because nearly everyone is one.

  3. Select any row to open that person’s page (what is on it).

Add someone

  1. Press Add Client. Only Name is required. Fill in what you know: phone, email, company, tags, date of birth.

    Add Client form for Hotel Kamala with company UEN, billing address, phone, email, corporate tag and Save button.
    A company customer, with their UEN and billing address.

  2. For a business customer, add the Company UEN and Billing address. Both are optional. When you start an invoice for this contact, they fill in the Bill to box for you.

  3. Tick WhatsApp enabled if they use WhatsApp, so their page offers a WhatsApp button.

  4. Press Save.

Find someone

  1. Type in the search box. It looks at the name, phone, email, company and UEN, so a part of any of them is enough.

    Searching All Clients for 1998 returns Hotel Kamala, whose UEN is 199804321K.
    Searching by part of a UEN.

  2. Use the pills to see only Customers, Suppliers or Members. Someone who is both a customer and a supplier appears under both.

  3. If you use tags, a row of tag pills appears. Pick one or more to narrow the list, and ✕ Reset to clear them.

  4. ⏰ Follow-ups due shows only the people you promised to get back to.

Where contacts come from

You do not have to add most people yourself. They are filed for you when:

A returning customer is matched to their existing record by email address, so they are not filed twice. When their name or number has changed, the record is kept as it is and you are asked which details to keep.

Export the list

  1. Narrow the list first if you want only part of it: a search, a pill or a tag.

  2. Press Export CSV. You get exactly the rows on screen, with every detail for each: phone, email, company, UEN, billing address, type, stage, tags, what you billed and what is still owed.

    All Clients with the Customers filter selected and Export CSV focused.
    Export CSV downloads the contacts you are looking at.

Questions

Do suppliers from my receipts use up my contact allowance?

No. There is no contact allowance any more: contacts are unlimited on every plan, the Free plan included, whether you add them, a sale files them or a receipt does.

I see a line saying some contacts are hidden. Are they gone?

No. Contacts are never deleted by a plan. Contacts are unlimited on every plan now, so any that an older free allowance once hid are back in your list.

What does Inactive do?

An inactive contact stays on file with all their history, but is marked Inactive in the list. Nothing is deleted.

How do I delete a contact?

Open their page, press Edit, then Delete Client at the bottom of the pop-up. This removes them and their interaction history for good. Their invoices stay in your invoice list.

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