Back to feed Fields: VAT Number, Currency, Payment Terms.
Purpose: These are transactional relationships. You need to know if they owe you money.
Fields: Birthday, Gift Ideas, "How we met".
Purpose: These are emotional relationships. You want to remember their kids' names, not their tax ID.
Create a Duplicate: Yes, do it.
Create a Business Profile for them to handle the invoicing.
Keep their Friend Profile for the personal stuff.
This "Church and State" separation keeps your professional inputs clean and your personal life authentic.
Organize Your Contacts →
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