Add contact persons and addresses

A company can have several people you deal with, and several addresses. Invoices go to the billing address, and your crew goes to the site address. Both live on tabs on the contact’s page.

Who can do this

Owners. Staff need Manage contact persons to add, edit or remove people, and Manage contact addresses for addresses. They also need the right to edit the contact itself (Create/edit own contacts for contacts they added, Edit others’ contacts for the rest). Without these, the tabs are read-only.

Add a contact person

1. Open the tab — Open the contact and choose the Contact persons tab.
2. Add the person — Press Add contact person. Fill in Name (required), Title and Email. You can add a photo too.
3. Save — Press Add. A “Contact person added” toast shows and the person is listed with their title and details.

To change someone, press the edit button beside their name, change the details and press Save changes. To remove them, press the remove button: Spine asks “Remove …?” and explains this can’t be undone. Press Remove to go ahead.

Add an address

1. Open the tab — Open the contact and choose the Addresses tab.
2. Add the address — Press Add address. Choose a Type (billing, shipping, site or other) and fill in Address line (required) and City.
3. Save — Press Add. An “Address added” toast shows and the address appears with its type.

To change an address, press Edit address. To remove one, press Remove address: Spine asks “Remove this address?” and explains it can’t be undone. Press Remove to go ahead.

Addresses and jobs

When you start a job for a customer, its site address is filled from the contact’s site address, or from the billing address when there isn’t one. See Jobs.

For a GST business

Each address also has a State. The site or shipping address’s state is the place of supply, which decides whether a line uses CGST + SGST or IGST.

Tip

If two people edit the same contact’s people or addresses at the same moment, the last one to save wins. Refresh the page before a big change if a colleague might be working on it too.