Contacts

Keep the people and organisations you trade with as contacts. Every order uses them. A contact is either a person or an organisation. The record covers the email, the phone and the currency. It also holds the addresses an order is made out to and shipped to. An organisation contact also lists the sites it trades from. Each site has an address, a status and the people who work there. Tags group contacts your way. A contact’s notes timeline holds the conversation, the files and what was agreed. Tick contacts to change their company or currency, tag them or delete them together. Save the list’s filters, search, sort and columns as a view, and import or export contacts as a CSV file.

In this section

• The contacts list: Search one table of the people and organisations you trade with, and filter it by type, tags, created date or company.
• Creating a contact: Add a person or an organisation as a contact, with names, email, phone, currency and two addresses.
• The contact page, editing and deleting: Open a contact’s page for its details, addresses, linked company or primary contact, media and tags, then change it with Edit or delete it via Trash.
• Contact locations: List the sites an organisation contact trades from, with an address, a status and linked people for each.
• Tags on a contact: Add free-text tags to a contact, with suggestions from the tags your organisation already uses.
• Bulk actions on contacts: Tick contacts in the list, or every contact a filter matches, then change their company or currency, tag them or delete them together.
• Notes on a contact: Post notes and files on the timeline of any contact or contact location, beside the entries Lucrii records there.
• Importing and exporting contacts: Import people and organisations from a spreadsheet, and their locations as a file of their own, or export either as a CSV an import reads back.