This screen allows you to add or edit a contact. A contact is an individual or organisation that is the other party in a financial transactions and your communications and activities. Contacts may include suppliers, contractors, customers, retail stores, and employees - anyone you pay money to, or receive money from. In the accounting world they are referred to as Trade Debtors and Trade Creditors. Contacts appear in the Contact field on reports and transaction add & edit screens.

The options for this screen are:
Given Name, Family Name - Enter the contact’s name here. You can leave this blank if the contact is an organisation. You could also enter an alias such as ‘Accounts’. This is useful when wanting to create a generic contact for sending Sales and Purchases to.
Organisation - Enter the contact’s organisation here. You can leave this blank if the contact is an individual.
Business Number - Enter the contact’s business number (if applicable for your zone).
Email - Enter the contact’s email address here. This email address is used as the default ‘To’ email address displayed in the Email Invoice window when you assign the contact to an invoice (you can still change the ‘To’ address in the Email Invoice form before you send the email).
Main Phone, Other Phone, Mobile Phone, Fax - Enter the contact’s relevant phone numbers here. You can leave these options blank.
Status - Select the contacts Status from the drop-down list
Industry - Select the contacts Industry from the drop-down list
Street - Enter the contact’s street address (i.e. “Level 7, 103 Acme Lane”).
City, State, Post Code, Country - Enter the remaining details of the contact’s address.
Notes - Once you have saved the contact, you can create multiple dated (or undated) notes for the contact. First, save the contact, then the Notes section will appear on the Contact Edit screen. To add a note click add at the top of the list. A small window will popup in which you can enter a date, a summary and/or details. The details section can contain up to 4000 characters. If you need to store more than this, you will have to enter your details as multiple notes.

Note that either the contact’s name or organisation are required.

You can quickly add the basic information related to a contact when you are entering a transaction by clicking the plus icon next to the contact drop down list on the transaction entry screen.