Adding, editing and deleting contacts

Adding contacts

Contacts in sevDesk are divided into two types of contacts: Organisations and people.

People can be added to an organisation as well.

Contacts can be categorised in the following ways by default:

  • Supplier
  • Customer
  • Partner
  • Prospective customers

You can add your own categories as well in your settings under “System” in the “Category” tab.

You can add your own contact by clicking on the “Add contact” button.

This can also be done directly when you create an invoice or a proposal.

If you enter a name that isn’t in the contacts database, you’ll see a “Create new contact” button.

Editing contacts

You can either view a contact and click on the “Edit” button, or you can hover over the contact with your mouse in the overview and click on the pen in order to edit it.

 


Deleting contacts

You can delete the contact by clicking on the three dots next to the contact in the overview when you hover over it and then selecting “Delete”.

Please note: If the contact is linked to a document, you won’t be able to delete it. You’ll firstly need to delete the document.

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