| Name | Source | Score | Status | Suburb | Value | Borrow cap. | Assigned | Created | Next f/up |
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| Name | Mobile | Tags | Source | Assigned | Added | |||
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Add partner
This creates a new contact for the partner and links them with this contact in a household.
Link existing contact as partner
Search for an existing contact who isn't already in a household.
Merge duplicate contact
Find the duplicate contact you want to merge into this one. The duplicate will be archived; this contact will keep all the cards and household links from both.
Pick the contact to keep. The other will be archived. Cards, loans, and household will move to the kept record.
Import Contacts from CSV
Upload a CSV with columns for first name, last name, email, and mobile.
Other columns will be ignored. Column order doesn't matter — we'll let you map them.
Existing contacts will be matched by email (case-insensitive) and updated, not duplicated.
Map columns
We auto-detected your columns. Adjust if needed.