How to manage contacts
Contacts contain owners, tenants, suppliers and administrators. They can be individuals or companies.
Steps
- Go to Contacts and click + New.
- Select type (owner/tenant/supplier/admin) and kind (individual/company).
- Individuals: name, surname, tax code. Companies: business name, VAT.
- Add contact info: address, ZIP, phone, email.
- Suppliers: category, IBAN, payment terms.
- Save. The contact is now available for properties, invoices and reminders.
Tip: Use bulk import to load all contacts of a condominium at once.
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