Contacts

The Contacts tile keeps the people you may sell or transfer to — customers, vendors, or anyone else.

• Email is the key. Each email appears once per organization. Entering an email that already exists updates that contact instead of creating a duplicate.
• Fields: email, type (customer / vendor / other), name, notes.
• Vendor-type contacts can be linked to a company from the Vendors page.
• Filter the list by type, edit, or remove a contact.
• Contacts belong to your organization only; every member can manage them.