How do I create a contact?
Add a new person to your contacts with their name, email, phone, addresses, and notes.
Contacts are who you bill and send documents to. You can add a contact directly from the Contacts area, and you can also create one on the fly while building an invoice or quote.
Add a contact
- Open Contacts from the sidebar.
- Click New Contact (or the equivalent add button) to open the contact drawer.
- Fill in the required fields: First name and Email.
- Add any optional details you have — middle name, surname, contact number, secondary phone, job title, company name, date of birth, and notes.
- Optionally add one or more addresses — Home, Shipping, and Office.
- Save the contact.
Only First name and Email are required. Everything else is optional, so you can add a contact quickly and fill in the rest later.
Field limits
Some fields have a maximum length:
- First name — up to 60 characters
- Email — up to 120 characters
- Middle name / Surname — up to 50 characters
- Contact number — up to 16 characters
- Job title — up to 150 characters
Create a contact while invoicing
When you build an invoice or quote, the Bill to step lets you pick an existing contact or choose Enter manually. If you enter a name, email, and phone manually, BunnyDoc automatically creates that contact for you so it is saved for next time.
You can link a contact to an organisation and capture extra details with custom fields. See Link contacts to organisations and Add custom fields.