Articles tagged contacts

Duplicate accounts fragment a customer's history across two records. There's no one-click merge — here's the safe manual procedure that won't lose data.

Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly QuickBooks mapping. The full multi-contact intake flow.

How to find the right account or contact fast — when to use the global search bar, when to use the list filters, and how tags fit in.

Tags are the most flexible way to slice your customer base — but they're also the easiest thing to wreck. Here's a tag taxonomy that stays useful past month two.

Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the difference and when to use which.

Quick answer: 'Account' is a billable entity (a household or organization); a 'Contact' is an individual person. The longer explanation is in the dedicated article.

When the same person manages dozens of properties, each with its own bill, the right setup is one Contact attached to many Accounts. Here's the pattern and the gotchas.