Contacts
Last updated: October 24, 2026
Keep the people and organisations you trade with as contacts, ready for every order. Each contact has an email, a phone, a currency and the addresses an order is made out to and shipped to. An organisation contact also lists the sites it trades from. Each site has an address, a status and the people who work there. Tags group contacts your way, and a contact’s notes timeline holds the conversation, the files and what was agreed. Tick contacts to change, tag or delete them together, and import or export contacts as a CSV file.
In this section
- The contacts list: Search one table of the people and organisations you buy from and sell to.
- Creating a contact: Add a person or an organisation as a contact, with names, email, phone, currency and two addresses.
- The contact page, editing and deleting: Open a contact’s page to see its details, addresses and files, then edit or delete it.
- Contact locations: List the sites an organisation contact trades from, with an address, a status and linked people for each.
- Tags on a contact: Add free-text tags to a contact, with suggestions from the tags your organisation already uses.
- Bulk actions on contacts: Change the company, currency or tags of many contacts at once, or delete them together.
- Notes on a contact: Keep notes and files about a contact or contact location on its timeline.
- Importing and exporting contacts: Import contacts and their locations from a spreadsheet, or export them as a CSV file.
Recent changes
- Deleted records show struck through See a record deleted since another record named it struck through, with no link to open.
- Create and Save at the top of each record's form Use Create and Save at the top of each record's create and edit form, where they stay as you scroll.
- Saving beside other people Save a record that someone else changed while you were editing, and Lucrii keeps their changes and yours.