Create customers and contacts
Customers receive your quotes, orders and invoices. Contacts are the people you deal with there, with phone and email.
On iPhone and iPad
- 01Open Customers through the grid icon at the bottom, or in the sidebar on the iPad.
- 02Tap New customer, enter the Name and tap the checkmark at the top right.
- 03For a contact person, open the customer and tap Add contact in the Contacts section.
- 04Enter a first or last name, phone and email, and confirm with the checkmark.
On the Mac
- 01Choose Customers in the sidebar.
- 02Click Create customer, enter the Name and confirm.
- 03For a contact person, open the customer and click Add contact in the Contacts section.
Good to know
- A customer needs only a name, a contact one name part. Company, email and phone are optional.
- A company that only has leads and is not a customer yet appears in Leads, not in Customers.
- You can also bring customers, leads and contacts in from a CSV or Excel file - see the article on importing.
Common problems
- A record disappeared after I archived it.
- Archived records are hidden. Set the Hidden filter of the list to Show too, open the record and tap Unhide.
- I do not have the Hidden filter.
- Only people who may hide records see it. Ask the owner or the administration.
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More questions
Write to us by email. Please tell us the name of your company and which device you use.