Creating your first contact

In SpinOffice, every company and every person is a contact, with its own card and its own archive. Here's how to create your first one.

Adding a company

1. Click New > Contact. You can also do this from the Home screen or the Contact List.
2. Fill in the details.
3. At the top, choose the Contact type, for example Customer, Supplier or Prospect.
4. On the left, add info fields and tags if you like.
5. If you fill in an email address, leave Link all emails to this contact ticked. Existing emails with this address are then linked to the contact straight away.
6. Click Save.

Linking a contact person to the company

1. Open the company in the Contact List.
2. On the contact card, click the menu (☰) and choose Add employee.
3. Fill in the name and email address. The company name and address are filled in automatically.
4. Choose the correct Contact type. It is set to Company by default, so change it, otherwise the contact person is saved as a company.
5. Click Save.

Have a lot of contacts? Import them in one go: Importing contacts

Read also: Linking contact persons to a company