Business Contacts & CRM

Navigate to: Dashboard > Business > Contacts (/dashboard/business/contacts)

Your Contact list is the foundation of your business operations. Every invoice, project, and expense you create flows back to a person or company here. SparkyMinis approaches contacts with a "CRM-Lite" philosophy — powerful relationship tracking without the bloat of enterprise tools.

Understanding Contact Types

Contacts are organised into four categories. The category badge is colour-coded for instant scan:

Tip: A single person can evolve — start them as a Lead, then change the type to Client once the contract is signed.

Creating a Contact

1. Click + Add Contact from the Contacts list page.
2. Step 1 — The Basics: Fill in Name, Email, Phone, and Company. These fields power the search when creating invoices and projects.
3. Step 2 — Business Details (after clicking "Save & Continue"):

- Suite: Assign to Business or Lifestyle. Business contacts appear in invoice dropdowns; Lifestyle contacts (friends/family) appear in personal views.

- Default Currency: Sets the invoice default for this contact (e.g., if your client pays in USD, set it here).

- Tax ID / GST Number: Stored for use on printed invoices and tax reports.

- Payment Terms: Net 0, Net 15, Net 30, or custom. Shown on generated PDFs.

Editing a Contact

1. Click on any contact card from the list.
2. On the detail page, click the Edit (pencil) icon.
3. All fields — including Suite, Currency, and Tax IDs — can be updated at any time.
4. Click Save to confirm changes.

Interaction Log

Every client conversation matters. The Interactions tab is a chronological log of key touchpoints.

Adding an interaction:

1. Open a contact's detail page.
2. Go to the Interactions tab.
3. Click + Log Interaction.
4. Select type: Call, Email, Meeting, Note, or Follow-up Needed.
5. Add a date, a brief summary, and any context notes.

Why it matters: Before sending an invoice or starting a proposal, reviewing the interaction log gives you context — who said what, and when.

Tasks

Tasks linked to a contact keep you accountable for follow-ups.

1. On a contact's detail page, go to the Tasks tab.
2. Click + Add Task.
3. Set a title, due date, and priority.
4. Mark complete by clicking the checkbox.

Tasks appear on your main Dashboard overview if they have a due date approaching.

Files

Attach important documents directly to a contact — signed contracts, NDAs, onboarding forms, or business cards.

1. Go to the Files tab on the contact detail page.
2. Click Upload File or drag and drop.
3. Files are stored in your Secure Vault and linked to this contact.
4. You can view, download, or delete files at any time.

Quick Actions from the Contact List

Without opening a contact, you can:

• 📞 Call — Launches your device's phone dialer.
• ✉️ Email — Opens your default email client.
• 🗑️ Delete — Permanently removes the contact and linked records (with confirmation).

Deleting a Contact

1. Open the contact's detail page.
2. Scroll to the bottom and click Delete Contact.
3. Confirm the prompt. This action is irreversible.

Warning: Deleting a contact does not delete the invoices or expenses linked to them. Those records are preserved for financial accuracy.

Search & Filter

• Use the Search bar at the top of the Contacts list to find by name, email, or company.
• Use the Type filter (All / Client / Vendor / Team / Lead) to narrow the view.
• The list defaults to alphabetical order by first name.