Contacts

Contacts are the people and organisations your company works with, such as clients, referrers, and other parties. They are used across VOW wherever a contact needs to be nominated on a record, including valuations and quotes.

Contacts list

The contacts list shows all contacts in your organisation in a searchable grid. Use the Search field to filter by name, the Contact type dropdown to show people only, organisations only, or both, and the Show inactive toggle to include inactive records.

Column	Description
Type	An icon indicating whether the contact is a person or an organisation.
Contact name	The contact's full name.
Organisation	The name of the contact's parent organisation, if any. Supports row grouping.
Organisation branch	The branch of the parent organisation, if set. Supports row grouping.
Email	The contact's primary email address.
Phone	The contact's primary phone number.
Blocked	Shown only when the contact has been marked as blocked. Blocked contacts have a blocked icon displayed in red across the grid.
Accounts	Indicates the contact is a billing contact for their organisation. Hidden by default (enable it via the column panel).
Active	Whether the contact is currently active.

Show inactiveToggle

Includes inactive contacts in the grid.

When enabled, inactive contacts appear alongside active ones. Inactive contacts are hidden by default.

Export to CSVAction

Clicking the Download button downloads CSV file.

Downloads the current result list to a CSV file. If filters are applied, only the filtered results are exported. Otherwise the full result set is downloaded. This functionality is only visible to users with permission to export client data.

Contact form

The contact form opens as a dialog when creating a new contact or editing an existing one.

Contact details

The fields in this section adapt based on whether the contact is a person or an organisation.

Field	Description
First name / Last name	The contact's given and family name. Shown for person contacts only. Combined to form the full name used throughout the system.
Organisation name	The contact's name. Shown for organisation contacts only.
Email address	The contact's primary email address.
Phone number	The contact's primary phone number.
Secondary phone number	An optional additional phone number.
Parent organisation	Links the contact to a parent organisation. Shown for person contacts only. Type to search existing organisations, or create a new one inline.
Organisation branch	The branch of the organisation. Shown when the contact is an organisation or is linked to a parent organisation.
Organisation ABN	The organisation's ABN. Shown when the contact is an organisation or is linked to a parent organisation.
Referral type	How this contact came to the practice. Selected from the Referral types list in Settings. Optional.
Notes	Free-text notes about the contact.

This contact is an organisationToggle

Switches the form between person and organisation mode.

When enabled, the first and last name fields are replaced by a single organisation name field. Fields specific to person contacts, such as Parent organisation, are also hidden. On an existing organisation contact that already has child contacts assigned, this toggle is disabled and cannot be unchecked.

ActiveToggle

Controls whether the contact is available for selection throughout the system.

When enabled, the contact appears in contact selection fields across VOW. When disabled, the contact is hidden from the contacts list by default and cannot be selected on new records. This field is only shown when editing an existing contact, not when creating a new one.

BlockedToggle

Marks the contact as blocked.

When enabled, the contact is highlighted in red in the contacts list. This field is only shown when editing an existing contact, not when creating a new one.

Address details

The form displays two address cards: Postal address and Billing address. Click the button on either card to open the address editor. Click the button to copy the formatted address to the clipboard.

Same as postal addressToggle

Mirrors the billing address from the postal address.

When enabled, the billing address mirrors the postal address and the address edit and copy buttons are hidden.

The address editor opens as a dialog containing the following fields.

Field	Description
Unit	The unit or apartment number. Hidden when the address is a PO Box.
Street number	The street number. Hidden when the address is a PO Box.
Street name	The street name. Hidden when the address is a PO Box.
Property name	An optional property or building name. Becomes PO Box / Locked Bag when the address is set as a PO Box.
Suburb	The suburb.
State	The state.
Postcode	The postcode.
Address notes / Care of	Additional text shown above the formatted address in documents and reports.
Formatted address	A read-only preview of the address as it will appear across the system.

This address is a PO BoxToggle

Switches the address form to PO Box mode.

When enabled, Unit, Street number, and Street name are hidden. The Property name field becomes PO Box / Locked Bag.

SearchAction

Opens an address lookup to find and populate the address fields.

Click Search to open the address lookup dialog. Enter a street address or suburb to find a match, then select a result to populate the address fields automatically.

Child contacts

This section appears only when viewing an existing organisation contact. It lists all contacts that have this organisation set as their parent.

Use the filter field to search within the list. It shows each child contact's name, email address, and phone number if they have been provided.

Managing contacts

NewAction

Click New in the toolbar to open the contact form with blank fields.

EditAction

Double-click a row or click the button to open the contact form pre-filled with that contact's details.

DeleteAction

Permanently removes a contact from the system.

Click the button to open a confirmation dialog. If the contact is the parent organisation of other contacts, a warning is shown and those contacts will have their parent organisation removed when the deletion proceeds. This action cannot be undone.