Manage contact persons

Larger customers have several contacts: one for orders, one for invoicing, one for tech. Agenda lets you store any number per client.

Add a contact

1. Open the client in the list.
2. Switch to the Contacts tab.
3. Click New and enter:
   • First and last name
   • Email — important for automatic document sending
   • Phone and mobile
   • Role (e.g. “Purchasing”, “Accounting”, “Tech”)
   • Optional: salutation and note

Which contact is used where?

• When you create an order, you pick the contact — that person appears in the document header.
• When you send an invoice, this contact’s email is suggested. This applies to traditional invoices as well as direct send-from-app Quick Invoices — the address shows up as the suggested value in the “Send by email” dialog.
• In chat features (if enabled), this contact is the recipient.

Deactivate, don’t delete

When a contact has left the company, deactivate them instead of deleting. Past documents keep their name on the header — history stays clean, new documents auto-route to an active contact.