---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'ContactList'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Contacts
summary: >-
  View, filter and manage all contacts (customers, suppliers, owners, staff and
  stations). Use the Filter or Search field to quickly locate a contact.
helpKey: ContactList
generated: true
modals:
  save-contact:
    title: Contact
    summary: >-
      Create a new contact or edit an existing one, entering personal or
      business details, address, and optional invoicing or breeding information.
---

# Contacts

- **Filter**: opens a dialog where you can narrow contacts by **Type** (Business/Personal), **Deleted** (Yes/No), **Country**, **Roles**, and – if breeding features are active – **Semen collection station** and **Insemination station**.
- **Search**: type a name, email, phone or other text into the search field (placeholder "Search by name, email, etc...").
- **Contact list**: table showing each contact’s **Name**, **Contact** (email & phone) and **Address**. Click a column header to sort the list.
- **Create new**: button (plus icon) that opens a form to add a contact. Visible only when you have permission to manage contacts.
- **Export**: button (Excel icon) that downloads the currently shown contacts as an Excel file. Appears only on desktop screens.
- **View duplicates**: button that appears with a number when duplicate groups exist; opens the duplicate‑management view.

## Common tasks
### Create a new contact
1. Tap **Create new** (plus icon) on the top right.
2. Fill in the contact’s details in the form that opens.
3. Press **Save** to store the new contact.

### Find a contact
1. Use the **Filter** button to pick filter criteria (e.g., **Type**, **Country**) and click **Apply filter**, or type a term into the **Search** field.
2. The list updates; you can also sort by clicking the **Name**, **Contact** or **Address** column headers.

### Export contacts
1. On a desktop, press **Export** in the filter bar.
2. An Excel file containing the contacts (with the applied filters) will be downloaded.

## Good to know
- The **Export** button is only shown on larger screens; on mobile you need to request an export another way.
- **Semen collection station** and **Insemination station** filters are displayed only if your organisation uses the breeding module.
- The **Deleted** filter lets you show or hide contacts marked as removed.
- Contacts that have a user account are always listed at the top of the list.
- Only a limited number of contacts load at once; scroll down to load more.
- The **View duplicates** button appears only when duplicate groups exist and you have permission to manage contacts.

<!-- help-docs: modal save-contact -->

## Contact {#save-contact}

Use this form to create a new contact or edit an existing one.

### Type of contact
- Choose **Personal** or **Business**; this controls which fields are shown.

### Personal contact
- **First name**, **Last name**, **Title**, **Email**, **Phone number**, **Second phone number**, **UBN** (NL only), **IBAN**, **Note**, **Financial note** (finance module only).

### Business contact
- **Business name**, **Email**, **Phone number**, **VAT number**, **Company registration number**, **EORI number**, **UBN**, **IBAN**, **Customer No**, **Contact person** (first name, last name, title).

### Invoicing
- **Email for invoicing**, **Invoice language**.

### Address
- **Street**, **House number**, **Address line 2**, **Postcode**, **City**, **State or province**, **Country**.

### Breeding
- **Studbook preference**, **Default shipping method**, **Semen collection station**, **Agent / Insemination‑station**, **Default shipping location TRACES number**.

### Display
- **Initials**, **Color**.

### Permissions
- **Stables**, **Roles**.

### After saving
- The contact appears in the contacts list and can be used in activities, invoices, breeding, etc.; editing the billing contact also refreshes the organisation data.