Contacts

All companies and persons are in one address book, with two tabs at the top: Companies and Persons. These are your customers, sponsors, suppliers and…

Click a contact to open the file. There you find tabs for Invoicing, Deals, Events, Documents, Contact persons, Addresses and Mails —…

You can add a new company or a new person in two places: via the global button Add at the top right (available everywhere), or via the “+” button…

Click the pencil icon at the top right of a contact file to edit the details. The same form as when creating appears, now prefilled…

With the note icon at the top right you open the note overview of this contact. New notes appear at the top, each with the name of the author…

A contact person links an existing person (from the Persons tab) to a company, with a job title such as “Chair” or “Sponsorship…

Choose “Add document” in the ⋮ menu, or go to the Documents tab. First choose the document type (e.g. Contract), then drag a file to…

Go to the Addresses tab for an overview of all addresses of a contact, each with its type (e.g. Registered office, Delivery address, Home). Click…

The Mails tab shows all e-mails sent from Clubwise to this contact, with subject, sender and time of sending.

Choose “Send mail” in the ⋮ menu to send an e-mail straight from the contact file. The “To” field is filled in automatically with the…

Choose “Add deal” in the ⋮ menu to start a new sponsor deal for this contact. The company is already filled in; you choose the category,…

Choose “Create invoice” in the ⋮ menu to start a sales invoice for this contact. Customer, address and VAT number are taken over automatically —…