---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'ContactDetails'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Contact details
summary: >-
  View a contact’s information, edit it, copy details and manage its link to
  accounting software. Use the **Copy** button to copy everything at once.
helpKey: ContactDetails
generated: true
modals:
  invite-account:
    title: Invite
    summary: >-
      Invite a contact to become a user – fill email, select stables and roles,
      optionally show them in planning, then send the invitation.
---

# Contact details

This page shows all information for a single contact – personal or business – including address, invoicing settings, owned horses and any orders. Use it when you need to update, copy or manage a contact.

## What’s on this page
- **General**: contact’s personal or business details (name, address, email, phone, invoice language, etc.) and actions: **Edit**, **Reactivate** (if hidden) and **Copy**.
- **Owned horses**: list of the horses owned by this contact; click a horse to open its details.
- **Orders**: list of orders placed by this contact (shop & breeding orders).

## Common tasks
### Edit a contact
1. Click the **Edit** icon (pencil) in the General tile.
2. Change the fields in the modal and click **Save**.

### Copy a contact’s details
1. Click the **Copy** button in the General tile.
2. The contact’s details are now on your clipboard and can be pasted.

### Invite the contact to create an account
1. Click the **Create account** button at the top of the page (admin only).
2. Fill in the invitation form and click **Invite**.

## Good to know
- **Edit** and **Delete** actions only appear if you have permission to manage contacts; **Delete** is also hidden for internal company contacts and primary invoicing contacts.
- **Create account** only appears for admins and only when the contact has no user account or pending invitation.
- A **Deleted** badge means the contact is hidden; you can restore it with the **Reactivate** button (play icon) in the General tile.
- If the contact is linked to accounting software but out of sync, a warning with a **Sync now** button lets you synchronize the data.

<!-- help-docs: modal invite-account -->

## Invite {#invite-account}

Invite an existing contact to create a user account for your organization.

### Email address
- Enter the address that will receive the invitation email; if the contact currently has no email, this address will also be saved for them.

### Show in planning
- Tick to make the new user appear in the staff activity planning view.

### Stables
- Select which stables the user may access; leave empty to give access to all stables.

### Roles
- Choose one or more roles that determine the permissions the user will have.

### After saving
- An invitation email is sent; once the contact accepts, they become a user and appear in the staff list.

<!-- help-docs: links to the sections, rewritten on every run -->

## More on this page

- [Horse ownership](/documentation/contact-details/horse-ownership)