New users often ask about this. Here's how it works.
Contact
Everything you record in SpinOffice about a company or person is a contact. Each contact has its own contact card with details and its own archive with all emails, appointments, notes and files.
Company and contact person
- A company is the organization.
- A contact person (in SpinOffice: employee) is a person linked to a company. They also have their own contact card and their own archive.
- On a company's contact card, the second tab (the icon with two people) shows all linked contact persons.
- Want to see all communication with a company, including that with its contact persons? Open the company's archive and tick Show all communication with this company.
Contact type
The contact type says what kind of contact it is, for example Customer, Prospect, Supplier or Company. You can add your own contact types under Administration > Contact type.
Please note: for a new contact, the contact type is set to Company by default. Change it when you add a person.
Tags
With tags you group your contacts further, for example by product, region or status. A contact can have several tags. Read more: Using tags
Read also: Contact types and Linking contact persons to a company
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article