Create a new contact
How to add a new external contact to the address book: basic info, address, bank details, tax IDs and tags. Requires the "contacts.edit" permission.
Web
Chöre›Chor öffnen›Verwaltung›Kontakte›Neuer Kontakt
Diese Funktion ist nur im Web verfügbar.
Permission required: Contacts › Edit
Step by step
- Open Choir > Management > Contacts.
- Click + New contact at the top right.
- Fill in the fields that apply — you do not need to use all of them.
- Pick one or more tags (e.g. Sponsor, Bank, Honorary guest).
- Click Save.
Tips
- Organisation or name: fill at least one, otherwise the contact appears as "Unnamed contact".
- IBAN: enter it right away if you plan to use SEPA debits or donation receipts.
- Notes: meant for internal hints — included in the Excel export, never visible to the contact.
Frequently asked questions
Are any fields required?▾
No. Nothing is strictly required, but you should at least fill in either organisation or first and last name so you can find the contact later.
How do I assign tags?▾
In the "Categorisation" section, click the tags you want. Multi-select is allowed and you can change the selection any time.
Verwandte Funktionen
Contacts overview
Your choir's external address book. Manage concert promoters, sponsors, banks, insurances, honorary guests and guest musicians in one place with multi-tag filters and search.
Kontakte (Adressbuch)
Edit a contact
Update an external contact's master data — address, bank details, tags, notes and GDPR fields. Requires the "contacts.edit" permission.
Kontakte (Adressbuch)
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