In this video, I will show you how to create and modify contacts. Contacts are shared across the entire organization, meaning they can be used across all projects. They represent clients, vendors, freelancers, or crew members. By creating them here, you avoid entering the same person or company multiple times on the project level. After entering them here, they will become available for use for invoices, purchase orders, and so on, at the project level.

To begin, lets open the main menu and select Contacts. This page will show you all of your available contacts in your organization.

To create a new contact, click Add.

You will need to enter the Name, Email, Website, and Address.

Here you also enter their Banking Information such as Bank Name, Swift Code, and Account Number.

Click Save to finish.

Now this contact is available across the organization.

To modify a contact, click Edit. You can update the name, email, phone number, or address here.

If you ever have duplicate contacts, we have a way to fix this by Merging contacts. Just select the contact you want to merge and then click on Merge.

Then, select the primary contact you want to merge it with.

This will move all linked invoices, purchase orders, and payments to this contact.

If a contact is no longer in use, you can Archive it.

And if you ever need to use that contact again, you can find them in the ‘Archived’ tab and Restore them.