-
The Contact List
The Contact List holds all your contacts: customers, prospects, suppliers and contact persons. On the left you see the list, on the right everything about the contact you've selected. Search field and contact list Menu with quick actions per contact...
-
Adding a contact
There are a few ways to add a new contact. The form is the same everywhere. Where do you start? In the Contact List: click Add contact at the top. From the main menu: choose New > Contact. From the...
-
Editing a contact's details
Changing the name and address In the Contact List, click ☰ to the right of the contact and choose Edit contact details. Or click the pencil in the contact widget. Change the details. Use the sections on the left to...
-
Linking contact persons to a company
Link your contact persons to the company they work for. You then see all employees at the company, and all communication with the whole company in one archive. Prefer to watch? The video shows how it works (in Dutch). Adding...
-
Contact types
With contact types, you divide your contacts into groups, for example customers, prospects, suppliers and partners. Each contact has exactly one contact type. It's a required field, also when importing. Adding a contact type Go to ☰ > Administration >...
-
Viewing and restoring changes to a contact
Has someone changed a contact's details, and do you want to know what changed? SpinOffice keeps track of all changes. You can also undo a change. Find the contact in the Contact List. Click ☰ to the right of the...
-
Adding a state or province field
Do you have contacts in the United States, Canada, Australia or Brazil? Then add a field for the state or province to the contact card. Go to ☰ > Administration > Company preferences > General. Under Country state field, choose...
-
Setting up your contact screen
You decide how the contact screen is laid out. You choose which blocks you see on the right and in which order, which tabs there are, and which columns the contact list shows. That way, what you use every day...