BunnyDoc
Contacts

Contacts

Create contacts, link them to organisations, add custom fields, and import your address book from a CSV file.

Contacts are the people and businesses you bill, quote, and send documents to. This section covers everything from adding a single contact to bulk-importing your whole address book.

Create a contact

Add a person with their name, email, phone, addresses, and notes.

Link contacts to organisations

Group contacts under an organisation and set a primary contact.

Add custom fields

Capture extra details with your own text, number, date, or select fields.

Import contacts from CSV

Bring in many contacts at once with the guided CSV import wizard.

How do I run expense reports?

Group, filter, and export a summary of your expenses from the Reports area.

How do I create a contact?

Add a new person to your contacts with their name, email, phone, addresses, and notes.