Add a contact

Create the contact

1. Open Contacts in the menu.
2. Click Add new, then Create contact.
3. Fill in the sections below. Fields with a star are required.
4. Click Create contact.

Skileo goes back to the list, and the contact is ready to use on your quotes and invoices.

Who they are

• Contact type: choose Company or Private person.
• Relation: Client, Supplier, Client and Supplier, or Prospect. See How contacts work.
• Company name, or Full name for a private person.
• For a company: the VAT number, the Company identification number and the Legal representative.
• For a private person: the Personal identification number.

You can also add a logo. It shows next to the contact’s name in the list.

Fill in a company from its VAT number

1. Type the VAT number, for example FR123456789.
2. Click the search button at the end of the field, or press Enter.

Skileo looks the company up and fills in the name and the address fields that are still empty. It never replaces what you typed. This works for VAT numbers of the European Union.

How to reach them

Shown on the quotes and invoices you send them.

• Company email and Company phone for a company, Contact email and Contact phone for a private person.
• Address, City, ZIP, State and Country.

More options

Click More options to add:

• Description: a note about this contact.
• Contact persons: the people you deal with there. Click Add a contact person and fill in their Name, Relationship, Email and Phone.

When you choose this contact on a quote, the first contact person fills in the recipient’s name and e-mail, if they are still empty.

Add a contact from a quote or an invoice

You don’t need to leave your quote or invoice to add a contact.

1. Click the plus button next to the client or supplier field.
2. Fill in the form in the panel that opens.
3. Click Create contact.

Saved to your contacts and selected here.

Common questions