Clients vs. Contacts

Two items in the GreenVee navigation sound similar but show different things. Here is what each one means.

Quick comparison

Nav item	What it shows	Underlying data
Clients	Every Company record	The full Companies directory
Contacts	Every individual person across all Companies	The full Contacts directory

Clients

“Clients” in the navigation shows every Company record, regardless of role — it is not filtered down to companies with the Customer role. Each card shows Customer and Supplier badges when those roles are assigned, purely as a visual reference, but Companies with only the Manufacturer, Subcontractor, Transporter, or Cooperation Partner role also appear here.

Use the Clients view when you want to:

• Browse or search any organisation in GreenVee, on any side of the relationship
• Check a company’s address, VAT number, or primary contact before sending an invoice
• Find a company’s Banking Record for a refund

Note

Despite the name, the Clients view is not limited to customers — it is the general Companies list. Use the Customer/Supplier badges on each card, or open the Company record, to see which roles actually apply.

Contacts

“Contacts” in the navigation is the universal people directory. It lists every individual Contact record across all Companies, regardless of role. A contact at a supplier, a contact at a manufacturer, and a contact at a customer all appear here together.

Use the Contacts view when you want to:

• Find a specific person without knowing which Company they work for
• See all the individuals linked to your business at a glance
• Update a person’s phone number or email address

How they relate

Clients view  ──shows──▶  All Companies  (every role, unfiltered)
                               │
                               └──has──▶  Contacts  (people at those companies)

Contacts view ──shows──▶  All Contacts  (people at every company, all roles)

For Finance

When preparing an invoice, start from Clients to find the Company and confirm its details — VAT number, address, and banking record — then check its Customer badge to make sure it is the one you mean. Use the Contact listed on the Company to address the document to the right person.