Company and contact details

In short

• Store company name, type (company or private) and invoice address
• Add several contacts for departments or people
• Link an email address and phone number to every contact
• Edit customer details without it affecting earlier orders

Company or private

You set whether this customer is a company or a private person. Add the primary contact details: email, phone, address. Then add extra contacts for specific departments or staff who order from you.

Several contacts

Every contact has their own name, email address and phone number. If a contact places an order, you know straight away who to call. Addresses sit at customer level, not per contact.

One change, updated everywhere

Update details any time. The customer record updates straight away in quotes, confirmed orders and invoices.