Add and manage contacts
Add buyers, sellers, suppliers, and consignors as contacts, track what you've traded with each, and link them to acquisitions so purchase details fill in automatically.
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Contacts are the people and companies you trade with: buyers, sellers, suppliers, and consignors. Each contact keeps their details, the watches you've bought from or sold to them, and a running total of your business together. Because contacts link to your purchases and sales, the details you record once are reused everywhere you deal with that counterparty.
Add a contact
Creating a contact takes only a name. You fill in everything else afterward, in the contact's own view.
Open the new contact form
On the Contacts page, click New contact.
Choose Individual or Business
Pick what kind of counterparty this is; the form adapts to match:
- Individual: a private person (buyer, seller, or consignor). Worldwatch captures their name and personal contact details.
- Business: a company. Worldwatch captures firmographics (VAT, registration) plus any named contact persons inside it.
You can switch the type later with Change, but picking up front keeps the form focused on the data used to invoice and ship.
Enter the name and create
Enter the one field the form asks for:
- Individual: the person's name.
- Business: the company name; the display name is derived from it automatically.
Create the contact. You land straight in its edit view to add the rest.
Once created, you're in the contact's own view (described next), where you add the details, address, roles, VAT or registration, and any people, in whatever order you like. Nothing else is a required step; fill in what you have and changes save as you go ("All changes saved").
The contact record
Opening a contact shows everything you know about them and everything you've traded together, and it's where you complete a newly created contact.
- Details: display name, company name (for a business), email, phone (pick the country code, then enter the number, which is validated), website, address, VAT or registration, and the roles the contact plays (Buyer, Seller, Consignor, Supplier; a contact can hold more than one).
- People: named individuals within the contact. A new contact starts with none; click Add person and mark one Primary so you know who to reach first. Useful for a business with several points of contact.
- Watches: the watches you've bought from or sold to them, with dates and values.
- Activity: a timeline you can filter by All, Sales, or Notes. Add a note (a payment reminder, a condition caveat) in the note box; notes stay internal to your team.
The Bought, Sold, and Total value figures at the top summarize your trading with this contact. Use Send message to reach them, or Edit contact to change the details.
Find and organize contacts
The Contacts list groups everyone by most recent interaction. Search by name, company, or email; sort (latest interaction first by default); and use Columns to show fields like What they bought and What I bought. Filter down the left by Activity (Bought from me or Sold to me) to see one side of your book at a time.
Archive a contact you no longer deal with to keep the list clean without losing the history. Turn on Show archived to bring archived contacts back into view.
How contacts connect to your watches
Contacts aren't a separate address book; they're wired into your buying and selling. When you record a watch's acquisition, linking the supplier contact pulls their name, seller type, and VAT number onto the purchase automatically. Every watch you buy from or sell to a contact then rolls up into their record, so each one shows a running history and total value.
Keep a seller's VAT number current once, on their contact, and every future purchase inherits it, which is what keeps your margin and tax records right without re-typing.
Troubleshooting
Phone number rejected
Worldwatch checks that the phone number is valid before saving. Enter a real, complete number; including the country code (for example, +31 6 12345678) is the safest format. A number with missing digits or stray characters is rejected.