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Contacts & Accounts

Contacts and Accounts form the master-data foundation for almost every business process in ZeyOS. Use this area to maintain people, companies, and the commercial relationships that connect them to sales, procurement, support, and communication.

Use This Section When You Need To​

  • Create or update a person or company record.
  • Maintain customer, supplier, prospect, competitor, or employee accounts.
  • Link people to companies, accounts, users, and transactions.
  • Prepare clean master data before working in invoicing, procurement, CRM, or support.
Key distinction
  • Contact = a person or company entry in the address book.
  • Account = the business relationship you manage with that party.
  • Address = the typed address data attached to the account-contact combination.
  • User = a system login managed separately in Administration.

Typical Workflows​

  1. Create the company or person in Managing Contacts.
  2. Define the commercial relationship in Business Accounts.
  3. Link the record to users, opportunities, invoices, or procurement transactions.
  4. Use tags, filters, and associations to keep the data easy to find later.

Topics​

  • Managing Contacts - Create, edit, and organize person and company contacts, link contacts to each other, and work with contact views and filters.
  • Business Accounts - Manage customers, suppliers, prospects, competitors, and employees as commercial account records, including account types, addresses, prices, and transaction history.