Last updated February 26, 2025
Clients represent the primary entities you deal with, whether they're businesses, individuals, or families. For instance, you might handle bookkeeping for Nova Enterprises.
Contacts refer to the individuals linked to these Clients, similar to entries in a contact list. For example, Jane Bennett, could be a shareholder of Nova Enterprises.
This Client-Contact framework allows for flexible interactions - Contacts can be linked to multiple Clients, with different email addresses for each.