Contacts in Use

Contacts can be used for personalizing and sending out proposals and invoices.

Standard: The stored default information is used
By default, when creating a new proposal or invoice, the company's information is automatically applied: the invoicing address and the email for dispatch. Both can also be overwritten at the project level. Introductory and concluding text is used as globally or customer-specific predefined. In the introductory text, the variable "Salutation line" can be used. Without selecting a contact  the standard "Dear Sir or Madam" is output (instead of in image 3).

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Customize salutation
When a contact is assigned (2), it controls the salutation line accordingly. This can be defined individually per contact in the "Salutation line" field (1 + 3). If no individual salutation is defined, MOCO uses the standards Mrs. -> "Dear Mrs. *Last Name*", Mr. -> "Dear Mr. *Last Name*", Neutral -> "Hello *First Name* *Last Name*".
These standards can be individually overwritten in the settings

Recipient address and email are adjusted by selecting the contact
If there is no different address for the contact, MOCO simply adds the name to the customer's address (by default, this is inserted into the second line of the address – can be adjusted for the customer if necessary). The email address that has been stored for the contact is automatically set for email dispatch.

During email dispatch, the email address stored for the customer, project, or invoice (overriding in this order) is automatically pre-filled. CC addresses can also be predefined at the customer and project level, and a general BCC address can be set at the account level.

Additional email recipients can be added directly via find-as-you type (start typing, and MOCO will suggest existing contacts).

Contacts > Birthdays

Here, all recorded birthdays for contacts and staff for the next 3 months are displayed.

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Birthdays will only be shown if they are recorded for individuals (staff or contacts). The date can also be deleted later if needed (GDPR). If you still want to keep the information purely for the "personnel file," the birth date can also be recorded in the general "additional info" field.

As before, birthdays will also be mentioned in the personal weekly info (email).

You can also display a tile for upcoming birthdays on the customizable reports dashboard.

The business contacts (contacts, companies, employees) from MOCO can also be accessed via smartphone. Through CardDAV, they are synchronized and thus always up to date – for every employee. The synchronization always occurs in one direction only: Away from MOCO. MOCO is therefore the management center. If a contact needs to be adjusted, it must be changed in MOCO for the corresponding synchronization.

Here's how
1. Activate CardDAV in the settings.
2. Add MOCO account to the address book.
3. Use the CardDAV password from the personal profile as the password.

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