Contacts module with full CRUD and team data isolation

Manage all your customers and suppliers in one place with contact records, VAT numbers, addresses, and organisation-level data isolation.

The Contacts module is now available. Create, edit, and manage all your customers and suppliers with full CRUD operations and Row-Level Security.

What's New

  • Contact records: Store name, email, phone, address, city, postcode, and VAT number
  • Company or individual: Flag contacts as companies or persons
  • Search and filter: Find contacts by name, city, or email instantly
  • Slide-over form: Add or edit contacts without leaving the list view
  • RLS protection: Each organisation sees only its own contacts — enforced at the database level

Why It Matters

Your contact data is the foundation of every other workflow — CRM, quoting, and sales. With contacts in SME System, you have a single source of truth that every team member can rely on. No more scattered spreadsheets or duplicated records.

Access Contacts from your dashboard sidebar.