Modules
Contacts
Manage customers, suppliers, and contacts.
Contacts represent the people and companies you do business with.
Contact Types
- Customer — People you sell to (appears on invoices and quotes)
- Supplier — People you buy from (appears on bills and purchase orders)
- Both — Contacts that are both customers and suppliers
Contact Fields
| Field | Description |
|---|---|
| Name | Contact or company name |
| Primary email address | |
| Phone | Phone number |
| Type | Customer, Supplier, or Both |
| Tax Number | ABN, VAT number, etc. |
| Payment Terms | Default days until payment due |
| Currency | Default currency for transactions |
| Addresses | Billing and shipping addresses (JSON) |
| Notes | Internal notes |
Using Contacts
Contacts are referenced throughout OfficeAdmin:
- Invoices — Select a customer when creating invoices
- Quotes / Estimates — Send quotes to customers
- Bills — Record bills from suppliers
- Purchase Orders — Order from suppliers
- Projects — Associate projects with clients
Contact Detail Tabs
Opening a contact at /contacts/[id] shows per-customer document tabs that scope all activity for that contact:
- Estimates, quotes issued to the customer
- Invoices, invoices billed to the customer
- Credit Notes, credit notes issued against past invoices
- Payments, payments received from (or sent to) the contact
- Bills, bills received from the supplier
Tabs that don't apply to the contact type are hidden (a customer-only contact won't see Bills, a supplier-only contact won't see Estimates / Invoices / Credit Notes).
Inline Editing
The contact detail page uses an inline field editor: tap any value to edit it in place. On mobile, common actions are wired directly:
- Tap the phone number to call
- Tap the email to compose
- Tap the address to open in maps
Quick Actions
From the contacts list, the row kebab menu offers:
- New invoice (customer / both)
- New estimate (customer / both)
- New bill (supplier / both)
- Call / Email (when a phone or email is on file)
Searching & Filtering
The contacts list supports:
- Search — Filter by name or email
- Type tabs, Customers, Subcontractors, Vendors, Merchants, Employees
- Pagination — Navigate through large contact lists