Contacts & Banking Records

Contacts

A Contact is an individual person who works at a Company. The “New Contact” form requires you to pick a Company before you can save, so in practice every Contact you create is linked to one. (The underlying record technically allows the Company link to be empty, but the interface does not currently give you a way to leave it that way.)

Contact fields

Field	Notes
First name / Last name	The person’s name
Type	One of CUSTOMER, SUPPLIER, COOPERATION_PARTNER, SUBCONTRACTOR, MANUFACTURER, TRANSPORTER, or CUSTOM — see note below
Position	Their job title at the Company
Email	Business email address
Phone	Direct phone number
Tags	Free-form labels for searching and filtering

Note

Type is set independently on each Contact — it does not automatically follow the roles assigned to the Contact’s Company. For example, a Company can have the Customer role while one of its Contacts is typed SUPPLIER, if that person is who you deal with on the supplier side of the relationship. Pick the Type that best describes what that specific person does for you, and use CUSTOM when none of the other values fit.

Why Contacts are separate from Companies

Companies are long-lived records. People change jobs, get promoted, or leave. By keeping Contacts as separate objects linked to a Company, GreenVee lets you:

• Update or remove a person without touching the Company record
• Assign a new primary Contact when staff turn over
• Keep a full history of who was associated with the Company over time

For Project Managers

When a key contact leaves a supplier, update the primary Contact on the Company record as soon as you know. Any new orders or communications will automatically use the updated contact details.

Banking Records

A Banking Record holds the payment details for a Company. It belongs to the Company, not to an individual Contact.

Banking Record fields

Field	Notes
Bank name	Name of the financial institution
Group	Optional grouping when a bank has several accounts or branches
SWIFT / BIC	International bank identifier code
IBAN	International Bank Account Number
Country	ISO country code where the account is held
National identifier	National bank sort code, where applicable
Currency	The account’s operating currency
Transaction types	Free-text note on which transfer or transaction types the account supports

Note

Banking Records also carry a priority flag internally, used to mark a preferred record. It is not yet editable from the interface.

Why Banking Records are separate from Companies

Payment details change — accounts are closed, currencies are added, banks merge. Keeping the Banking Record as its own object means you can update payment details without editing the core Company record. Finance teams can manage banking information independently.

Caution

Always verify a new or changed IBAN directly with your contact at the Company before saving it. Never update banking details based solely on an emailed request — this is a common fraud vector.