Contacts and companies

Reuse people and company details for handovers.

Contacts can contain a name, company, role, phone, email, address and notes.

Quick steps

1. Open Loans → Contacts → Create contact and save the details.
2. Start a handover from the contact or select the contact during a new handover.
3. Return the contact’s active handovers before archiving the contact.

Important: Past handovers retain their recorded contact information. Archiving does not remove completed history.