Evergreen Events Co., a wedding planner, becomes a client: its office and a second address, its lead planner linked, 30-day terms, a 10% discount and a default tax; then a bare duplicate is spotted and deleted.
Contacts
Add a client company and its people, and set the details Filmo copies into their work.
What you will learn
- Companies and peopleCreate the company, add its addresses and link the people who work there.
- Their termsPayment terms, a discount and a default tax are copied into their new orders and documents.
- DuplicatesSpot a duplicate contact and delete the extra copy.
Related articles
- Create a contactAdd a client, supplier or lead with «Create a contact»: a name is enough, and the rest of its details can wait.
- Link a person to a companyLink the people who work at a client company, with their position, so you can choose them as the contact person on orders.
- Add an address to a contactAdd billing and delivery addresses to a contact, choose its main address, and see how orders and documents use each one.
- Contact preferencesThe language, currency, billing email, payment method, due date, discount and payment days Filmo suggests for a contact's new work.
- Set default taxes for a contactGive a contact its own taxes, such as VAT plus a withholding, and the e-invoice codes a public administration needs.
- Fix duplicate contactsThe same client is in twice, or Filmo won't save a contact because another has its tax ID and role. Move the work over, then delete the extra one.