Contacts represent individual people at your customer or supplier organisations. Storing contact details in Paperwork keeps your team informed about who to reach for each account.
The contacts table
The contacts table gives you a central view of all the people you work with. You can browse, search, and filter the list to find the contact you need. The table shows each contact's name, organisation, role, and contact methods.
Adding a contact
Navigate to Contacts
Go to Relationships in the sidebar and click Contacts. Then click the Add button.
Enter the contact's name and role
Fill in the person's name and their role within their organisation.
Link them to an organisation
Select the customer or supplier organisation that this contact belongs to. You can search by organisation name to find the right record.
Add contact methods
Enter the person's phone number, email address, and mobile number. You can add multiple contact methods to make it easy for your team to get in touch.
Save the contact
Click Save to create the contact record. It will be linked to the selected organisation and appear in the contacts table.
Contact details
The contact details page lets you view and edit an individual contact record. You can see which organisation they belong to, their role within it, and all their contact methods.
What to do next
- Manage customers to add and organise the companies you provide services to
- Manage suppliers to track the organisations involved in waste processing
Keep moving
Next steps
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