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Overview

A contact group is a reusable contact record — a label, an email address (plus CC/BCC), and a phone number — that can be attached to a customer, entity, contract, or invoice. It replaces entering contact details directly on an entity: contact information now lives in its own record, so the same contact can be reused across multiple records, and each record can have a different contact depending on what the communication is for.

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Contact Group Fields

  • Label: A display name for the contact, e.g. “Billing team” or “Accounts payable”.
  • Purpose: Which kind of document this contact is used for — Invoice, Credit note, Dunning, or All (a generic contact used for anything that doesn’t have a more specific match).
  • Email / CC / BCC: The address(es) this contact is reached at.
  • Phone number: A contact phone number.

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Attaching a Contact Group

A contact group can be attached to any one of:
  • A customer
  • An entity (including your own organisation’s entities)
  • A contract
  • An invoice
Only one contact group is allowed per record + purpose combination — for example, a contract can have one “Invoice” contact and a separate “Credit note” contact, but not two different “Invoice” contacts at once.

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How a Contact Resolves

When Enso needs a contact for a document — for example, deciding who an invoice email should go to — it looks for the most specific match first, then falls back up the hierarchy:
  1. Invoice — is there a contact attached directly to this invoice, for this document type?
  2. Contract — if not, is there one attached to the invoice’s contract?
  3. Entity — if not, is there one attached to the purchasing entity?
  4. Customer — if not, is there one attached to the customer?
At each level, an exact match for the document type (Invoice / Credit note / Dunning) is tried first; if there isn’t one, a generic All contact at that same level is used instead. The walk stops at the first match found anywhere in the chain. Organisation (Seller) entities work a little differently: since there’s no invoice/contract hierarchy above your own entity, they only ever use a single All contact.

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Managing Contact Groups

  • Settings > Contacts lists every contact group across your organisation, regardless of what it’s attached to.
  • A Contact groups section on a customer, entity, or contract’s own page shows just that record’s contacts, with options to add, edit, duplicate, or link an existing contact.