> ## Documentation Index
> Fetch the complete documentation index at: https://itemstores.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> The people and organizations you sell to

A contact is a person you sell to. They are who a
[quote](/help/knowledge-base/quotes) or [proposal](/help/knowledge-base/proposals) is addressed to, and
who an order belongs to.

## Adding a contact

**New contact** needs a first name, last name and email. Phone, organization and
internal notes are optional, and **Add address** attaches a shipping address.

<Note>
  Contacts are also created automatically when someone buys from one of your
  stores, so most of this list fills itself in.
</Note>

## A contact's page

Their details sit at the top and are editable in place. Change a field and
select **Save changes**. Notes save on their own as you type.

Every order they have placed sits below, filterable by **Incomplete**,
**Needs purchasing** or **Pending delivery**. This is the fastest way to answer
"what has this customer ordered from us", and it spans every store rather than
one.

<Warning>
  **Delete contact**, in the menu beside **Save changes**, removes the contact and
  everything attached to it. It cannot be undone.
</Warning>

## The list

Each contact shows their email, phone, order count, when they became a contact,
their last order, and **Purchased from**, which is the stores they have bought
from. The dropdown beside the search box narrows what the search looks at: all
columns, contact, email, phone, or purchased from.

Selecting rows hides the search and reveals **Download CSV** for the contacts you
picked.

## Organizations

The **Organizations** tab groups contacts under the company, school or team they
belong to.

**New organization** needs only a name. Email, phone, website, address and
**Tax ID** are all optional, and an organization keeps its own notes.

Its **Members** list is every contact assigned to it, with their email and phone.
There is no way to add one from here. Set a contact's **Organization** on the
contact itself. Selecting members reveals **Download CSV**.

<Frame>
  <img src="https://mintcdn.com/itemstores/UwXex-HRiO-r4iYj/images/knowledge-base/organization-form.png?fit=max&auto=format&n=UwXex-HRiO-r4iYj&q=85&s=1ac32cfcc183fd1dcb54f8eb109c0568" alt="The New organization form, with name, contact details, website and the Tax ID field" width="1612" height="1242" data-path="images/knowledge-base/organization-form.png" />
</Frame>
