Contacts refer to individual contact persons of companies as your business partners.

Using the Contacts module, you can search for contacts across all companies.

A contact can be easily created in the Contacts module. To find it, you can use the search in the web interface, or add Contacts to your quick-access panel on the left side.

The key piece of information for a newly created contact is which company it is associated with.

Fill in the required details for the contact. Only the first and last name are mandatory — all other fields are at your discretion.

The most important field is the company the contact is linked to. Without it, the contact has no practical use.

If a contact is marked as "Primary", it will always be automatically populated into a document when the associated company is selected.

The primary use of contacts, however, lies in the ability to send relevant documents to the email addresses specified for those contacts.

Contact details can be found on the "Contacts" tab. By default, all details except the email address are not used elsewhere and are not printed in print reports. If you need to print any of these details, it is possible to arrange a custom print report modification.

Once an email address is entered here, additional settings become available — specifically, defining which documents should be sent to that contact. This can be found on the "Sending" tab.

Here you can define whether documents should be sent to the given contact (i.e., to the specified email address). Document sending can also be configured for all document types at once.

This setting is independent of the contact filled in on a document itself. If a contact is listed on a document along with their email address, the document will be sent to that address even if document sending is not enabled directly in the contact settings.

If document sending is configured directly in the contact settings, documents will be sent to that contact regardless of whether the contact is listed on the document or not.

Finally, you can also assign events or activities to a contact. These can then be found not only here in the contact record, but also directly in the "Events/Activities" module, assigned under the relevant contact.

This can be done on the "Contact Persons" tab in the bottom tab bar of any company record.

You can of course enter the same information here as you would directly through the Contacts module. The advantage of this approach is that it makes it faster to create multiple contacts for a single company.

If a contact is marked as primary, it is always populated into the document automatically.

You can also add a contact manually on the "Contact" tab within the relevant document, for example in an issued invoice. The prerequisite is, of course, that a contact exists for the given company.

Contacts are the tool for sending documents to multiple email addresses.

Authentication using contacts can be performed via the API.

How to set up different contacts on an invoice using a cost center?

View the general contacts documentation for the desktop application.