Contacts
Last update:
07/21/2026
Completed
In this topic
Contacts Overview
- Introduction to Contacts
- Importing & Exporting Contacts
- Using Tags for Contact Segmentation
- Activities, Notes & Communication
- Granting Portal Access to Customers
- Contact Reports & Analysis
- Creating Contacts
Importing Contacts
Tags & Segmentation
Activities & Communication
Portal Access
Contact Reports
Introduction to Contacts
The Contacts Module
The Contacts module (res.partner model) is a core module that cannot be uninstalled. It stores information about every entity your business interacts with: customers, vendors, employees, leads, and other organisations. Virtually every other module references contacts – sales orders, invoices, deliveries, projects, and more.
What a Contact Record Stores
| Data Category | Examples |
|---|---|
| Basic Info | Name, company name, email, phone, mobile, website |
| Addresses | Invoicing address, delivery address, other addresses (multiple per contact) |
| Classification | Customer, Vendor, Individual/Company, Tags, Industry |
| Sales & Purchasing | Salesperson, sales team, payment terms, price list, fiscal position, currency |
| Accounting | Accounts receivable, accounts payable, bank accounts, tax ID/VAT |
| Marketing | Mailing lists, subscription status, opt-in/opt-out, lead source |
| Internal | Employee-related fields: department, job title, manager, coach |
| Portal | Portal access enabled/disabled, portal user link, portal group |
| Chatter | Messages, notes, activity history, document attachments, field tracking changes |
Companies vs Individuals
Quickenerp distinguishes between two types of contacts:
- Company – An organisation (e.g. "Acme Corp"). A company can have multiple individual contacts as its employees/representatives.
- Individual – A person. An individual can be linked to a company. For example, "John Smith" is an individual contact whose "Company" field is set to "Acme Corp".
When you create a contact, you set its type. This determines how it behaves in relationships:
- Invoicing and delivery addresses default to the company's addresses.
- Sales orders are placed under the company name.
- Individual contacts within a company are visible in the "Contacts" tab of the company form.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.