Docs
ProductContacts

Overview

Shared contacts and organizations used across sales, purchases and CRM.

Overview

Contacts and organizations shared across sales, purchases, and CRM.

Where in the app

  • /c/companies/:companyId/contacts

Step-by-step

  1. Open Contacts. (UAT-C-CONTACT-MGT-001)
  2. Create person or organization records. (UAT-C-CONTACT-ADDR-001)
  3. Link addresses and owner relationships. (UAT-C-CONTACT-ADDR-001)
  4. Use contacts on invoices, bills, and opportunities. (UAT-C-CONTACT-ADDR-001)

Permissions and modules

Contacts module (foundation).

Overview

In-app comments, tasks and document collaboration across business records.

Contracts

Define commercial terms tied to customer accounts and projects.

On this page

OverviewWhere in the appStep-by-stepPermissions and modulesRelated