The Contacts module is your simple CRM, store client details and see their full history.
Adding a Contact
- Go to Contacts from the sidebar
- Click New Contact
- 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")
- 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.
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