Contacts & Partners — Customer and supplier master data software for the GCC
Contacts & Partners is the one place where each customer, supplier or correspondent exists, so CRM, accounting, orders, inventory and the rest never keep their own copies. It replaces separate customer lists per department, adds bilingual names, bank accounts, duplicate review and merging, and holds the buyer details Saudi and UAE e-invoices need. Every workspace has it.
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122 features in 12 areas · works with 16 other modules · 4 team workflows
Full feature list
Find customers, suppliers and correspondents
One searchable list of every company and person you deal with, so nobody has to ask which spreadsheet or module holds the right record.
- One register for every counterparty — Customers, suppliers and correspondents live in a single list instead of one list per module. A company that buys from you and sells to you is one record, not two.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Role tiles that filter the list — Tiles for All parties, Customers, Suppliers and Correspondents show live counts, and clicking one narrows the table to that role at once.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Search by name, code, tax number, email or phone — One search box finds a record by its English or Arabic name, short name, your own code, tax registration number, trade licence number, email or phone, and a typed percent sign or underscore is matched literally.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Arabic and English side by side — The list shows the Arabic name under the English one whenever they differ, so Gulf customers are recognised the way their own staff write them.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Filters survive a refresh and can be shared — The chosen role and the search text are kept in the page address, so a refresh, the browser Back button or a link to a colleague lands on the same view.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Possible-duplicates tile — A tile on the list counts the pairs waiting for review and opens the review queue in one click.For: Tenant admin, CRM admin, Finance controller, Records manager
- Archived records stay visible but dimmed — Archived customers and suppliers are dimmed and sorted after active ones, while records merged into another are hidden from the default list so nobody works on the wrong copy.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Paged browsing for large registers — The list loads fifty records at a time and reports the full total, so a register of tens of thousands stays fast.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Walk from record to record — On a party page, previous and next arrows with a position counter move through the register in the same order as the list, without going back to it.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Narrow by type, country or active state — Copilot and connected systems can also filter by company type, country, active or archived, and can include merged-away records when tracing history.For: Tenant admin, CRM admin, Finance controller
Create and maintain a party
Capture who someone is once, in English and Arabic, with the numbers regulators and auditors expect.
- Create a party with just a name — Only the name is required, so a clerk can save a new customer in seconds and complete the rest later. The new record is available to every module within moments.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Several roles on one record — Tick Customer, Supplier, Correspondent, Employee or Other, in any combination, so a customer that is also a supplier is one record with two roles.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Company, individual, government body or internal — Each party has a type, which also decides how it is treated for e-invoicing when that is switched on.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- English and Arabic names — Every party carries a name in both languages, plus an optional short name in each, for printing on documents in either language.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Your own party code — Give a customer or supplier the code your finance team already uses, and find it again by that code from any module.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Tax registration number labelled for the country — The tax number field reads VAT number for Saudi Arabia and Tax Registration Number (TRN) elsewhere, and an exact duplicate is flagged for review.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Trade licence, national ID and Emirates ID — Store the trade licence number on the form, and the national and Emirates ID numbers when a list is imported or a connected system sends them, for identity checks and e-invoicing.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Contact details — Email, phone, fax and website are held on the record and shown as clickable links on the party page.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Address, emirate or region, city and PO box — A head-office address in English and Arabic, with the emirate or region and the PO box, which Gulf correspondence and invoices rely on.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Currency and industry — Set the customer's usual currency (three-letter code) and industry so documents and reports start from the right defaults.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Parent company — A party can point at a parent company, for corporate groups and branches, without being able to be its own parent.For: Tenant admin, CRM admin, Finance controller
- Notes on the record — A free-text note on the party travels with it for anyone who may read it.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Edit sends only what changed — The edit form is the create form pre-filled; saving sends only the fields you touched, so two people editing different fields do not overwrite each other.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Archive and reinstate instead of delete — An archived party vanishes from pickers but every old invoice, order and letter still shows its name. A party cannot be deleted, so history never breaks.For: Tenant admin, CRM admin, Finance controller, Records manager
- Merged records are protected — A record that was merged into another cannot be edited or archived; the page points to the surviving record instead.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Plain-language checks on save — A missing name, an unknown role, a three-letter country code, a badly typed e-mail address or a party named as its own parent company is refused with a sentence that says what to fix.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
People, addresses and bank accounts
The details behind a company: who to talk to, where to send things and where to pay.
- People at a company — List the individuals at a customer or supplier with their title, email, phone, mobile and notes. The main contact is shown first.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Contact roles — Mark a person as billing, shipping, decision maker or general, so the right colleague is found when an invoice, a delivery or a contract needs a name.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- One main contact per company — Choosing a new main contact quietly demotes the old one, so there is never an ambiguous first call.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- English and Arabic names for people — Each person can carry a name and a title in both languages.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Retire a person without losing history — Mark a contact inactive when they leave, or remove them, and the change is recorded in the audit trail.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Several addresses by purpose — Keep billing, shipping, registered and other addresses on one party, each with English and Arabic lines, city, emirate, PO box and country.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- One default address per purpose — Setting a default billing or shipping address demotes the previous default of that kind, so documents always pick one.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Bank accounts for payments — Record a supplier's or customer's bank, International Bank Account Number (IBAN), account number, SWIFT code and currency from the party page or Copilot. An IBAN or an account number is required; an IBAN is checked on the spot (length and check digits) and a mistyped one is refused with "copy it again from the bank letter".For: Tenant admin, Accountant, Accounts payable clerk, Finance controller, CRM admin
- Bank details are payment data — Everyone who may read a party sees its bank accounts, but only finance roles see the full IBAN and account number; a salesperson or cashier sees only the country and the last four characters (AE•• •••• 0123). Adding or changing bank details is a separate permission held by finance roles.For: Tenant admin, Accountant, Accounts payable clerk, Finance controller
- Bank details need a second approval — A new bank account, or a changed IBAN or account number, is marked Waiting for approval until a second person with the approval permission (by default the finance controller) approves it; the person who entered it never can. A company can turn this off in Settings, Features. A supplier payment run in Accounting that pays an account still waiting cannot be approved or exported, and a supplier with no IBAN in Accounting is paid from its approved account.For: Tenant admin, Accounts payable clerk, Finance controller
- New customers and suppliers, and legal changes, need approval — A company can require a second person to approve a new customer or supplier, and any change to its legal name, tax number or Emirates ID. Until a steward approves, the new record is not offered when picking a customer or supplier and no other module sees it; a change keeps the old details in force while the rest of the edit saves. The steward sees old and new side by side, approves or rejects with a reason the person who asked reads; the person who asked can never approve their own request, and stewards are never held up. Off by default, turned on in Settings, Features.For: Tenant admin, Finance controller
- Add and change on the party page — Each section of the party page has its own buttons: add, edit, retire or delete a person and make one the main contact; add, edit or delete an address and make it the default of its kind; edit, delete or make default a bank account (a changed IBAN goes back for the second approval described above). Emptying a box on an edit clears it. Each button shows only to people allowed to make that change, and Copilot can do the same.For: Tenant admin, Account executive, Accountant
- Compliance documents with expiry — Attach a trade licence, tax certificate, ID copy, insurance or contract to a customer, supplier or other party with its number and expiry date; the file is filed in Documents. A party's Compliance documents section flags what expires soon, and Expiring documents lists every licence or certificate expiring in the next 90 days or already expired. The owner named on the document, or else the person who created the party, gets a to-do 30 days before, 7 days before and on the day; renewing the date starts the reminders again. A document can be edited in place, and the Parties list has a Documents expiring tile. Switch it off in Settings, Features, Parties.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- People follow your CRM contacts — A person added or edited in CRM appears under their company's party within a minute — name, job title, e-mail and phone — and stays in step when CRM changes them. Moving someone to another company moves them here; deleting them in CRM retires them here, never erases them.For: Account executive, Sales manager, CRM admin, Tenant admin, Order clerk
- New correspondents reach the register at once — A sender or addressee added in Correspondence becomes a correspondent in the register right away. If the register already holds that company by tax number, name or e-mail, the two are joined instead of duplicated, and later edits made in Correspondence follow.For: Correspondence officer, Records manager, Tenant admin, Account executive
The customer page that other modules add to
A party page that grows with the modules you hold, so one screen answers who they are and what is going on with them.
- Identity at a glance — The head of the page shows name, code and tax number, with every identity detail below it: roles, type, licence, e-invoicing address, country, address, currency, industry and notes.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Also known in — A section lists which modules hold a record for this party, such as a CRM account, an accounting customer or a correspondence party, and since when.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- CRM contacts and open deals on the same page — When your plan includes CRM, the party page also lists that customer's CRM contacts and open opportunities for anyone allowed to see them.For: Account executive, Sales manager, CRM admin
- Sections appear only when you may see them — A section is shown when the company holds that module and the person holds its read permission; otherwise it is simply absent, never an error.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- E-invoicing buyer block on the record — When e-invoicing is on, a read-only block shows exactly what a tax invoice to this customer will print.For: Accountant, Accounts receivable clerk, Finance controller, Auditor
- Jump straight to the field that needs fixing — A link from an invoice that says Complete this customer opens the party form on the missing field, instead of leaving you to hunt for it.For: Accountant, Accounts receivable clerk
- Relationships between parties — Link a party to a parent company, a branch, a related party, a subcontractor or an insurer, each with start and end dates. Mark a related party once here and the Corporate Tax workpaper picks it up for the period.For: Tenant admin, Accountant, Finance controller, Tax agent, CRM admin, Records manager
- Credit and balance on the customer page — Where your workspace has Accounting and you may read credit, the customer's page shows their credit limit, payment terms, what they owe with the number of open invoices, what is overdue and how late the oldest invoice is, and what is still available. A hold shows in red with its reason. Without Accounting or the permission the card is not there.For: Accountant, Accounts receivable clerk, Finance controller, Sales manager
Duplicates and merging
Find the same company entered twice, decide which record survives, and let every module follow.
- Scan for likely duplicates — One click compares names in English and Arabic and proposes pairs that look like the same company. The result says how many new pairs were found and how many are waiting.For: Tenant admin, CRM admin, Finance controller, Records manager
- Identical identifiers are caught too — Two records with the same tax number, trade licence, email address or phone number are proposed even when the names look different.For: Tenant admin, CRM admin, Finance controller, Records manager
- Adjustable sensitivity — The name similarity threshold defaults to 0.45 and can be tightened or loosened between 0.1 and 1.0 when asked through Copilot or a connected system.For: Tenant admin, CRM admin, Finance controller, Records manager
- Plain reason and score for every pair — Each candidate shows both records side by side with a sentence such as identical tax registration number, English names 0.82 similar, so the reviewer sees why before deciding.For: Tenant admin, CRM admin, Finance controller, Records manager
- Reviewed pairs never come back — A pair that was merged or dismissed is not proposed again, so the queue only holds work that is still open.For: Tenant admin, CRM admin, Finance controller, Records manager
- Keep A or keep B, with a reason — The reviewer picks the surviving record and must type a reason of a few words; nothing merges by itself.For: Tenant admin, CRM admin, Finance controller, Records manager
- Not a duplicate — Dismiss a pair that only looks alike, such as two branches with a shared name, and it stays dismissed.For: Tenant admin, CRM admin, Finance controller, Records manager
- Everything moves to the survivor — People, addresses, bank accounts and module links of the duplicate move to the surviving record, which keeps its own main contact and default address, and its blank identifiers are filled from the duplicate.For: Tenant admin, CRM admin, Finance controller, Records manager
- Every module repoints itself — CRM accounts, accounting customers and invoices, sales orders, correspondence parties, supplier purchase orders, subscriptions, rentals, till sales and shop price lists that used the duplicate now use the survivor.For: Tenant admin, CRM admin, Finance controller, Records manager
- History still resolves — The merged-away record is kept, marked as merged and inactive, so an old document that names it still opens.For: Tenant admin, CRM admin, Finance controller, Records manager
- Two reviewers cannot collide — Both records are locked while merging. If a colleague merged one of them a second earlier, you are told which record it went into rather than overwriting it.For: Tenant admin, CRM admin, Finance controller, Records manager
- A merged party cannot be a survivor — You cannot merge a record into itself or into one already merged away; the message names the record to use instead.For: Tenant admin, CRM admin, Finance controller, Records manager
- Pending duplicates shown on the record — A party page tells you how many possible duplicates it has and links to the queue.For: Tenant admin, CRM admin, Finance controller, Records manager
- Duplicates prevented on the way in — When a CRM account, an accounting customer or an import row arrives, it is linked to an existing party by tax number, then exact name, then email before a new one is created.For: Tenant admin, CRM admin, Finance controller, Records manager
- Merge duplicates field by field — When two records are the same company, the reviewer sees them side by side and chooses, for each field where they disagree, which value survives, for example one record's name with the other's address. Blanks are filled automatically, contacts, addresses, bank accounts and links of both are kept, and the audit trail names what was taken from the duplicate.For: Tenant admin
Bulk import and re-sync
Load an existing customer or supplier list safely from an Excel or CSV file, and bring a newly added module up to date.
- Dry-run import that writes nothing — Check a list of up to 5,000 rows first. Each row is told to create a new party, link to an existing one (and which) or fail with a reason.For: Tenant admin, CRM admin, Finance controller, Records manager
- Commit applies exactly what was shown — The real import follows the same decisions as the dry run, so no row surprises you. A matching row is linked, never duplicated.For: Tenant admin, CRM admin, Finance controller, Records manager
- Import page for Excel and CSV files — Upload your customer or supplier list as Excel or CSV, in English or Arabic, up to 5,000 parties per file, and walk through File, Match columns, Check and Done. The heading row need not be the first line, and a template is one click away.For: Tenant admin, CRM admin, Finance controller, Records manager
- Columns matched by heading, by contents, or by AI — Each column is placed on a party field by its heading in either language; a column whose heading says nothing is placed from what is in it (an e-mail address, a 15-digit tax number, an Emirates ID) and, when your company has an AI provider, by the AI from the heading and the shape of the values, never the values; a file whose first row looks like a party instead of headings is never sent to the AI. Every such placement is listed for you to confirm.For: Tenant admin, CRM admin, Finance controller, Records manager
- A reason for every row before anything is written — The check step shows each row as new, already in your register, a repeat of an earlier row in the same file, or an error that names the cell: a missing name, an unknown kind, a bad Emirates ID, a party code someone else holds.For: Tenant admin, CRM admin, Finance controller, Records manager
- Re-running a file never creates duplicates — The same file uploaded twice links every row to the party it created the first time. Rows that repeat an earlier row of the file are skipped and say which row they repeat.For: Tenant admin, CRM admin, Finance controller, Records manager
- Take away the rows that did not import — One click gives your own file back with a column saying why each row was not imported, ready to fix and upload again. A row the database refuses is reported and skipped while the rest of the file goes in.For: Tenant admin, CRM admin, Finance controller, Records manager
- Matches by tax number, then name, then email — Existing customers are recognised in that order, so a list from an old system lines up with what you already have.For: Tenant admin, CRM admin, Finance controller, Records manager
- E-invoicing checks on import rows — While e-invoicing is on, each imported row gets the same tax-number and buyer-ID checks as the form, so a bad number is rejected at the door.For: Tenant admin, Finance controller, Records manager
- Provenance of each imported row — A row can name the module and record it came from, which is saved as a link so the origin is never lost.For: Tenant admin, Records manager
- Replay the register to a module — After you switch on a module that did not exist when the parties were created, one action re-sends every active party so its customer list fills within moments. It is safe to repeat.For: Tenant admin, CRM admin, Finance controller, Records manager
- Automatic catch-up after an e-invoicing fix — If a correction changes how a customer's buyer details are worked out, every module's copy is refreshed once at startup, without anybody re-saving customers.For: Tenant admin
One customer, every module
Create a customer anywhere and it exists everywhere, with no re-keying and no stale copies.
- A CRM account becomes a party — Creating or changing an account in CRM creates or updates the matching party, which then flows back so the account is stamped with it.For: Account executive, Sales manager, CRM admin
- An accounting customer or vendor becomes a party — A customer or vendor created in accounting, including its address, appears in the register and in every other module's picker.For: Accountant, Accounts receivable clerk, Accounts payable clerk
- Renames and details follow everywhere — Every module keeps a local copy of the name, tax number, email, phone, country and currency, refreshed within seconds of a change here.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Archive reaches every picker — Archiving a party marks it inactive in every module's copy, so nobody picks a retired customer for a new document.For: Tenant admin, CRM admin, Finance controller, Records manager
- Another module's update never blanks a field — When CRM or accounting sends a change, it fills and updates what it knows but does not erase details another team entered in the register.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Nothing merges silently — Matching on creation only links to an existing party; two near-duplicates are left for a person to review in the queue.For: Tenant admin, CRM admin, Finance controller, Records manager
- Fleet can ask for names it is missing — When a vehicle or driver names a company that Fleet has never seen, Fleet requests it and the register sends back the current name.
- Nine modules read the same record — Accounting, CRM, sales orders, correspondence, inventory, subscriptions, rentals, point of sale and the online store all keep their own customers and suppliers in step with this register.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
E-invoicing buyer details (Saudi and UAE)
Capture exactly what a Saudi (ZATCA) or UAE tax invoice must say about the buyer, checked as it is typed. Available when e-invoicing is switched on for your company.
- Fields shown for the customer's own country — Set the country first and the form shows only the e-invoicing fields that country needs, titled E-invoicing details.For: Accountant, Accounts receivable clerk, Account executive, Finance controller
- Saudi VAT number check — A Saudi tax number must be 15 digits starting and ending with 3, and a malformed one is refused with the reason, as the authority would refuse it.For: Accountant, Accounts receivable clerk, Finance controller
- Saudi National Address — Street, building number (4 digits), additional number, district, city and 5-digit postal code, which a Saudi tax invoice to a business requires.For: Accountant, Accounts receivable clerk, Finance controller
- Saudi buyer ID types — When the customer has no VAT number, record a commercial registration, unified number, taxpayer number, national ID, Iqama, GCC ID, passport or one of the ministry licences.For: Accountant, Accounts receivable clerk, Finance controller
- UAE TRN and TIN — The 15-digit Tax Registration Number (TRN) is checked, and the 10-digit Tax Identification Number (TIN) is worked out from it, so staff type one number.For: Accountant, Accounts receivable clerk, Finance controller
- Tax group members — Tick that the TRN is the group's and type the member's own TIN, which is how a UAE VAT group is invoiced.For: Accountant, Finance controller
- UAE emirate and buyer ID types — Record the emirate, and a trade licence with its licensing authority, an Emirates ID, a passport with its issuing country or a Cabinet decision.For: Accountant, Accounts receivable clerk, Finance controller
- E-invoicing address worked out for you — The Peppol e-invoicing address is derived from the TIN, and an address you have stored for a buyer not yet on the network wins over it.For: Accountant, Finance controller
- A person who buys for a business — Mark a sole trader as buying for a business so business e-invoices are issued, while companies and government bodies need no such tick. Whether an invoice becomes an e-invoice follows the customer's type, not whether a tax number was typed.For: Accountant, Accounts receivable clerk, Account executive
- Refusals versus warnings — A wrong-shaped tax number, TIN, postal code or e-invoicing address is refused; a doubtful or test-looking other ID is saved with a visible Saved, please check note.For: Accountant, Accounts receivable clerk, Account executive, Finance controller
- The invoice address is the billing address — The address an invoice prints is the customer's default billing address, so there is one place to edit it, and changing it never rewrites an invoice already issued.For: Accountant, Accounts receivable clerk
- Arabic-Indic digits accepted — Numbers typed in Arabic-Indic digits are saved in ordinary digits, so both keyboards work.For: Accountant, Accounts receivable clerk
- Buyer block reaches accounting — While e-invoicing is on, every change carries the buyer block to accounting's copy of the customer, which is what the e-invoice is built from.For: Accountant
- Buyer details cost nothing when off — With e-invoicing off, the form, the saved records and the messages are exactly as before; no new field appears or gains a check.For: Tenant admin
Pick a customer anywhere, create it in place
Every customer or supplier field in every module reads the same register, so nobody retypes a name.
- One customer and supplier picker — A single picker searches the register by name, code or tax number and shows the tax number next to each name, so the right Al-Rashid Trading is chosen.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Supplier-only and customer-only pickers — A field that needs a supplier lists only suppliers, and a customer field only customers, though a party with both roles shows in both.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Create it without leaving the form — If the picker finds nothing, a New party row asks for the name (pre-filled) and optional tax number and selects the new party right away.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Only people who may create see Create — Staff without permission to edit parties see a plain empty list instead of a button that would fail.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Archived and merged parties never appear in pickers — The picker lists active parties only, so retired and duplicate records do not creep into new documents.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
Permissions, audit and control
Who may see, change, merge and import your counterparties, and a record of every change.
- Seven separate permissions — Read and write parties, read and write people, archive, merge and import are granted separately, so a salesperson can add a customer without being able to merge or bulk-load.For: Tenant admin
- Sensible defaults for each role — Sales, accounting, order and correspondence roles read and write by default; archiving, merging and importing are limited to administrators, CRM admins, finance controllers and records managers. In a company set up after this change the Buyer role can also read and write parties and their people, so a procurement officer can find a supplier; companies set up earlier keep their Buyer role as it was.For: Tenant admin
- Held by every workspace — Contacts & Partners is a base module that every workspace has and cannot remove, because every other module depends on it.For: Tenant admin
- Audit trail on every change — Creating, editing, archiving, merging, dismissing, importing and re-sending are logged with who did it and why, and merges keep the reason typed.For: Auditor, Tenant admin
- Identity numbers kept out of the audit log — The audit entry for e-invoicing fields lists which fields changed but not the ID numbers themselves, since those are personal data.For: Auditor
- Your data in your own database — Each company's customers and suppliers sit in that company's own database, never mixed with another's.For: Tenant admin
- Names, never ids — Every screen shows names and tax numbers, never internal codes, including the duplicate queue and links to other modules.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Arabic interface and right-to-left display — The page labels, tile names, form and duplicate queue are translated into Arabic, and Arabic names show right-to-left.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Put a customer or supplier on hold — Stop sales, purchases or payments for a party until a date, with a reason such as 'licence expired'. The hold applies through its last day and ends by itself after it. Merging the party into another keeps the hold. Placing and releasing are audited.For: Tenant admin, CRM admin, Finance controller, Records manager
- Orders, awards, payments and tills refuse a held party in words — A sales order cannot be created or confirmed for a customer on a sales hold, a till sale cannot name them, and a purchase order, framework call-off or procurement award cannot be made for a supplier on a purchases hold. A payment run leaves out a vendor on a payments hold, and a run built earlier cannot be approved, exported or executed once its vendor is held. The message names the party, what is held, until when and why, and "until" is the company's own calendar day. An accepted quote still creates its order, as pending; confirming it is refused while the hold lasts.For: Order clerk, Sales manager, Buyer, Accountant, Cashier
Ask Copilot to keep the register clean
Thirteen ready-made Copilot actions that read, create, change and tidy parties by conversation, each respecting the same permission as the screen.
- Find a party in plain words — Ask for the supplier with a given tax number or email and Copilot searches the register and replies with the match, so nobody has to quote an internal code.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- List parties with filters — Ask for all government customers in Saudi Arabia, or every archived supplier, and get the list.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Create and update a party by chat — Dictate a new customer with its Arabic name, tax number and country, or update a phone number; with e-invoicing on, the buyer ID, TIN and invoice address are accepted and any warnings are read back.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Archive a party by chat — Copilot asks before it archives, then removes the party from pickers.For: Tenant admin, CRM admin, Finance controller, Records manager
- Add and list people — Ask Copilot to add a billing contact to a customer or list the decision makers.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Sales manager, Account executive, CRM admin, Order clerk, Correspondence officer, Records manager
- Scan, review and merge duplicates by chat — Copilot scans, lists the pending pairs with their reasons, and merges two parties once you say which survives and give a reason.For: Tenant admin, CRM admin, Finance controller, Records manager
- Import a list with a preview — Paste a list and Copilot first validates it, shows which rows would be created, linked or rejected, and imports only after you agree.For: Tenant admin, CRM admin, Finance controller, Records manager
- Same rules as the screen — Every Copilot action is checked against the same permission as the page, and anything that changes data is confirmed first.For: Tenant admin
Learn it in the app
A guided tour inside Parties teaches the work by having you do it.
- Hands-on guided tour — 4 short chapters (Find a party; Add or import parties; See everything about one; Merge duplicates) that start by themselves the first time you open Parties. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the Parties menu or from Tours in the account menu.For: Tenant admin, Accountant, Accounts receivable clerk, Accounts payable clerk, Finance controller, Auditor
Works with other modules
One register of customers and vendorsA customer or vendor created in accounting becomes a party here, and parties created elsewhere are available in accounting's customer and vendor pickers; renames, archives and merges flow to accounting's invoices.Clean up customers and suppliers by conversationCopilot looks up, creates, updates, archives and merges parties, scans for duplicates and imports lists, each action checked against the asker's permission.Asset suppliers come from the shared registerThe supplier field on an asset searches this register, and a supplier created from the asset form is saved here for every module.Correspondents come from the shared registerEach correspondence party points at a party in the register, its name and details follow changes made here, and a merge moves the letters of the duplicate to the surviving record.CRM contacts appear as people under the partyA contact created, edited, moved or deleted in CRM creates, updates, re-parents or retires one person under the company's party, without duplicates however often the change is delivered.New correspondents join the registerA party created or edited in Correspondence becomes (or updates) one correspondent in the shared register, joined to an existing company when the tax number, name or e-mail matches.One customer record shared by every moduleA CRM account creates or updates one party, changes and merges in the register flow back to CRM, and the party page shows CRM's contacts and open deals.Price lists follow the shared customerPrice lists are assigned to customers from this register, renames refresh the online store's copy, and a merge moves the duplicate's price list to the survivor.Insurers, lessors and agencies come from the registerA vehicle's insurer and lessor and an agency driver's agency are picked from this register; Fleet follows renames and merges and can ask for any name it has not yet seen.Suppliers come from the shared registerPurchase orders and an item's preferred supplier point at a supplier in this register, and merging duplicate suppliers moves their orders to the one that remains.The customer on a sale is the shared contactA cashier searches this register or creates a contact from the sale; a merge moves the duplicate's sales and loyalty points to the survivor.Rental customers come from the registerThe customer on a booking is a party, kept in step when its details change, and a merge moves the duplicate's bookings to the survivor.Orders point at the shared customerSales orders carry a customer from this register, renames follow, and merged duplicates move their orders to the surviving customer.One customer for sales, billing and licencesSubscriptions and licences point at a customer in this register. Renames follow, and a merge moves them to the survivor.Orders use register customersSales orders carry the party and show its current name.Customers and suppliers join the Customer 360 pageThe shared customer record is read alongside deals, invoices, orders and tickets, each counted against the same customer on one page.CRM accounts are partiesA CRM account created or edited becomes one party, and CRM keeps the party link and a copy of its name.Accounting customers and suppliers are partiesAccounting partners are linked to parties, and bills and invoices show the party's current name and buyer details.Copilot finds and cleans partiesCopilot searches, creates and updates parties and, after confirmation, merges and imports.A supplier is a vendor in the shared registerA supplier is linked to a vendor record in Parties; approving an application links it to an existing vendor or creates one there. Procurement keeps a read-only copy of names and contacts, so a company is never typed twice.Clients, subcontractors and banks are partiesThe client of a job, a subcontractor and the bank behind a bond are picked from the register of parties, so each exists once. When two parties are merged, the jobs, subcontracts and bonds follow the surviving one.The counterparty is a customer or supplier from PartiesA contract names its counterparty from the party register, with its tax number and contacts. A new counterparty can be created from the contract form. When two parties are merged, their contracts and signers move to the one that remains.
Done by more than one person
Two records for one company are reviewed and mergedA customer entered by sales is invoiced by accountingAn invoice is blocked until the customer's details are completedA retired supplier disappears from everyone's pickers
What each role gets
- Tenant admin — Owns the company's single register of customers, suppliers and correspondents: creates and edits any party, archives a retired one and reinstates it later, and never deletes, so old invoices, orders and letters keep their names. Runs the duplicate scan, reads each pair's reason and score, and decides which record survives (with a typed reason) or dismisses the pair, after which every module points at the survivor. Loads an existing customer or supplier list through Copilot with a dry run that shows what will be created, linked or rejected before anything is written, and re-sends the register to a module switched on later so its customer list fills at once.
- Account executive — Finds any customer or supplier by name, code, tax number, email or phone, or straight from the customer field in CRM, sales order and accounting forms, and creates a missing one in place with just its name and tax number, without leaving the form. Keeps each company's record current (English and Arabic names, tax number, contact details, head-office address) and its people, marked for billing, shipping or decisions with one main contact first. When e-invoicing is switched on, completes the Saudi or UAE buyer details an invoice is waiting for, and sees the customer's CRM contacts and open deals on the same page when the plan includes CRM. By default cannot archive, merge or bulk-import; a suspected duplicate goes to an administrator's review queue.
Frequently asked questions
Can I keep one list of customers and suppliers for my whole company?
Yes. Customers, suppliers and correspondents live in one register, and a company can hold several roles at once. CRM, accounting, sales orders, correspondence, inventory, subscriptions, rentals, point of sale and the online store read the same record.
How do I stop duplicate customers in the system?
Records created from CRM, accounting or an import are matched to an existing party by tax number, then name, then email before a new one is made. A scan then proposes near-duplicates, including Arabic names, for a person to merge.
What happens to old invoices when I merge two customers?
Nothing is lost. People, addresses, bank accounts and module links move to the surviving customer, and every module repoints its own records, including invoices and orders. The merged record is kept so older documents still open.
Does it support Arabic customer names?
Yes. Every party holds an English and an Arabic name, plus short names, and the screens and duplicate queue are translated into Arabic and display right-to-left.
Can I import my customer list from Excel or another system?
You can import up to 5,000 rows at a time. A preview first shows which rows would be created, linked to an existing customer or rejected, and nothing is written until you confirm. Today this runs through Copilot or a connected system, not an upload page.
Does it capture the buyer details needed for Saudi ZATCA and UAE e-invoices?
Yes, once e-invoicing is switched on. The form shows the Saudi VAT number, National Address and buyer ID types, or the UAE TRN, TIN, emirate and ID types, checked as you type. Contacts & Partners holds the data and accounting builds the e-invoice.
Can I delete a customer?
No, by design. You archive a customer so it no longer appears in pickers while every old invoice, order and letter still shows its name. You can reinstate it later.
Who is allowed to merge or import parties?
Only roles granted the merge or import permissions, by default administrators, CRM admins, finance controllers and records managers. Reading and editing are granted separately, and bank details show only to people who can edit parties.
Part of one platform
Contacts & Partners is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.
Guides for Contacts & Partners
Secure and Organised: Where Your Data Lives Sets Its Value
How to keep business data secure and organised in the UAE and Saudi Arabia: where the rules say it lives, one record per customer, and a ten-question check.
Data Pays Only With KPIs You Can Measure and Trace
How to measure a KPI you can check: a 7-line KPI sheet, a worked example where 'overdue' has three answers, and a test that traces a number to its records.
Why Digital Transformation Is Important in the Gulf (2026)
Gulf regulators now receive wages, contracts and soon invoices digitally. Why digital transformation matters, why it fails, and a 10-point data test.
UAE E-invoice Mandatory Fields: The 51, and Who Owns Each
The Ministry of Finance list of 28 October 2026: 51 fields for an electronic tax invoice, 49 for a commercial one, and the team that must keep each correct.