Contacts in sevDesk are divided into two types of contacts: Organizations and people.
People can be added to an organization as well.
Contacts can be categorized in the following ways by default:
- 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 an estimate.
If you enter a name that isn’t in the contacts database, you’ll see a “Create new contact” button.
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.
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.