The contact file

The ⋮ menu: add a note, invoice, deal, document, contact person, address or mail — all directly linked to this contact.

Click a contact to open the file. There you find tabs for Invoicing, Deals, Events, Documents, Contact persons, Addresses and Mails — everything related to that contact, in one place.

Contact file: all invoices, deals and documents grouped under tabs.

At the top right of a contact file you find three fixed buttons: pencil (edit contact), note icon (notes) and the ⋮ menu with all other quick actions.

Tip: Every action in this menu opens directly linked to the open contact — so you never have to search for or link a customer again.

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