The Customer and Vendor management system built into Webhuk is used to manage the base objects of Company and Contact. A Company being an organization and a Contact being an individual person. Contacts can either be independent entities like contractors, consultants or freelancers that you directly do business with or can be associated with a Company that you're doing business with.
Managing Companies and Contacts
Company or Contact information can be managed manually. That is, a new company or contact can be added or edited manually using the system. However, Webhuk also supports the importing of data from CSV (comma-separated values) files. For example, you can enter all the relevant information in a Microsoft Excel sheet and save the file as .CSV in Microsoft Excel.
Further reading: Adding a New Company, Adding a New Contact
Associated Data
Contacts can be associated with Companies. Similarly, Targeted Industries can be associated with User Teams; Alternative addresses can be associated with Companies and Contacts; Other Metadata not part of the standard deployment can also be stored as key=value pairs.
Further reading: Contacts Associated with Company, Alternative Addresses, Metadata
