Company & contact details
Company & contact details
Store customer information once, use it everywhere
Capture everything you need to serve a customer: company name, billing address, and all the people who place orders.
- Store company name, type (company or person), and billing address
- Add multiple contacts for departments or individuals
- Assign email and phone to each contact
- Edit customer details without affecting past orders
You set whether this customer is a company or a person. Add the primary contact details—email, phone, address. Then add more contacts for specific departments or individuals who order from you.
Each contact can have its own name, email, and phone. When a contact places an order, you already know who to call. Addresses live at the customer level, not per contact.
Change any detail at any time. The customer record updates instantly across quotes, confirmed orders, and invoices.
Who benefits
Business owner
Your team sees the same customer information—no duplicate records, no confusion about who ordered what.
Sales / account manager
Add new contacts as customers grow. Edit addresses when they move. All changes appear immediately in the customer record.
Accounting
Billing address and company details stay current. Invoices pull from one reliable source.