Creating a contact

In your contact overview you see a list of all your existing contacts. There are also overviews specific to customers and suppliers. CoManage makes a distinction in the following ways:

  • Person - a person is only displayed under a company
  • Company - this is a full contact (possibly with persons in it)

A contact can be supplier or customer (or both).
You can add a contact by clicking on the button 'new contact' in the overview page.

Per contact you can do the following:

  • Add contact and address data
  • Add a bank account
  • Setup currency
  • Setup language
  • Setup VAT rate
  • Setup default discounts
  • Add custom fields
  • ...

Automatically retrieve data with a VAT number

CoManage can retrieve data  for a company by the VAT number. It uses the 'System for the exchane of VAT-information' (VIES) to automatically fill missing contact data. Just enter your contacts VAT number and press the arrow to the right of the field 'VAT number'.

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