Contacts in Use

Contacts can be used for personalising and sending proposals and invoices.

By default, when creating a new proposal or invoice, the company's details are automatically inserted: invoicing address and the email for dispatch. Both can also be overridden at the project level. Introductory and closing texts are applied as predefined globally or for the client.

In the introductory text, the variable "Salutation Line" can be used. Without selecting a contact, the default "Dear Sir or Madam" is displayed (instead of in image 3).

 Assigning a contact (2) controls the salutation line accordingly. This can be individually defined per contact in the field "Salutation Line" (1 + 3). If no individual salutation is defined, MOCO uses the defaults Ms -> "Dear Ms *Surname*", Mr -> "Dear Mr *Surname*", Neutral -> "Hello *First Name* *Surname*".
These defaults can be individually overridden in the settings

If no alternative address is available for the contact, MOCO adds only the name to the client address (by default, this is inserted in the second line of the address – can be adjusted for the client if needed). The email address stored with the contact is automatically set for email dispatch.

When sending emails, the email address stored for the client, project, or invoice (in this order of priority) is automatically pre-filled. On the client and project level, CC addresses can also be predefined, and a general BCC address can be set at the account level.

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

Contacts > Birthdays

This section displays all recorded birthdays for contacts and staff for the next 3 months.

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

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

If the personal weekly info (email) is activated for sending, you will automatically be informed of upcoming birthdays on Monday as the person responsible for the contact.

Business contacts (contacts, companies, employees) from MOCO can also be accessed via smartphone. They are synchronised through CardDAV, ensuring they are always up-to-date for every employee. Synchronisation is always one-way: From MOCO outward. MOCO serves as the management hub. If a contact needs to be updated, it must be changed in MOCO for proper synchronisation.

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

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