Contacts: companies and people
A print shop's customer base is never just a list of names. It's companies that get invoiced, and people who send the files and the emails — and the same person often works for more than one company. PressCal's Contacts page keeps both: separate, but linked.
Two tabs, two colors
The page has two tabs: Companies (blue) and People (teal). The color follows you through the whole app — a blue avatar with a building is a company, a teal one with an initial is a person.
- A company is the billing entity: legal name, trade name, AFM (tax ID), tax office, address, job folder. You can also mark it as a Supplier so it shows up in your Inventory.
- A person is the human: name, email, phone, mobile.
Who works for whom
A company can have many contacts, and a contact can belong to several companies. The designer who sends you files for three different clients is one record, linked to all three — not three cards with the same mobile number.
Each link also carries a Role: Employee, Designer, Freelancer, Broker, Contact or Owner. And within each company, one person is set as the Primary contact — that's who gets suggested automatically as the recipient when you email a quote.
Contacts that build themselves
Don't sit down to type in your whole customer base. When you create a quote from an email, PressCal automatically matches the sender against your existing contacts and companies — and if nothing matches, it creates a new contact from the sender's name and address. After a few weeks of working through the Email page, your contact list has largely built itself.
Turning a person into a company
Sometimes what arrived as a "person" is really a business — the "George" who emailed you turns out to be a shop with a tax ID. In the quote's contact picker there's a Convert to Company button: it opens a new-company form pre-filled with the contact's name, email and phone, so you don't retype anything.
How quotes tie in
A quote can carry both a company and a contact, together: the company is "who gets billed" — its details go on the printed quote and the job folder is named after it — while the contact is "who you're talking to". So the quote for Acme Ltd can run through their freelance designer without confusing the invoicing.
Tax ID lookup (Greek region)
On the Greek deployment of PressCal, the company form's Fiscal section has a Search Tax ID on TaxisNet button. Type the 9-digit AFM (an EL/GR prefix is stripped automatically) and the lookup returns the legal name, tax office, address, city, ZIP and business activity. Before anything is applied you see a preview of exactly what will change — old value, new value — and confirm. If the company already exists in your Elorus account, it gets linked there too, so the first invoice needs no searching.
Forgiving search
Search in Contacts doesn't punish you for accents or keyboard layouts — accented and unaccented spellings find the same record. And if duplicates have piled up over the years, the Merge button folds two records into one and transfers all quotes, files and contacts to the surviving one.
One last trick: each contact's notes field (e.g. "Always wants velvet", "Pays in 60 days") is also read by the AI assistant — whatever you write there, it remembers in your conversations.